1834 Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

1834 Investment Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-633	Closed	-$32K	–	446
2022 Q2	$32K	Hold	633	–	–	﹤0.01%	305
2022 Q1	$32K	Hold	633	–	–	﹤0.01%	279
2021 Q4	$33K	Hold	633	–	–	﹤0.01%	290
2021 Q3	$33K	Hold	633	–	–	﹤0.01%	296
2021 Q2	$33K	Hold	633	–	–	﹤0.01%	304
2021 Q1	$33K	Hold	633	–	–	﹤0.01%	292
2020 Q4	$32K	Hold	633	–	–	﹤0.01%	286
2020 Q3	$32K	Hold	633	–	–	﹤0.01%	285
2020 Q2	$32K	Hold	633	–	–	0.01%	266
2020 Q1	$31K	Hold	633	–	–	0.01%	280
2019 Q4	$31K	Hold	633	–	–	﹤0.01%	299
2019 Q3	$31K	Sell	633 -327	-34%	-$16.2K	﹤0.01%	302
2019 Q2	$47K	Buy	+960	New	+$47K	0.01%	290
2018 Q2	–	Sell	-2,978	Closed	-$146K	–	469
2018 Q1	$146K	Sell	2,978 -821	-22%	-$40K	0.02%	191
2017 Q4	$185K	Buy	+3,799	New	+$188K	0.03%	181

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

1834 Investment Advisors's VTIP Position: Q3 2022 in Review

1834 Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 633 shares — an estimated $32K sold.

1834 Investment Advisors first reported a position in VTIP in Q4 2017 and held it in 15 quarters. The position peaked at $185K in Q4 2017. 785 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

1834 Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 633 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $32K.
1834 Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 15 quarters.
1834 Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $185K in Q4 2017.
785 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.