Accel Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-1,720	Closed	-$82.3K	–	855
2023 Q1	$82.3K	Hold	1,720	–	–	0.03%	371
2022 Q4	$80.4K	Sell	1,720 -27	-2%	-$1.29K	0.04%	273
2022 Q3	$83K	Hold	1,747	–	–	0.04%	273
2022 Q2	$86K	Sell	1,747 -4,693	-73%	-$237K	0.05%	257
2022 Q1	$325K	Buy	6,440 +4,700	+270%	+$241K	0.17%	104
2021 Q4	$89K	Buy	1,740 +801	+85%	+$41.7K	0.04%	280
2021 Q3	$49K	Hold	939	–	–	0.03%	329
2021 Q2	$49K	Hold	939	–	–	0.03%	346
2021 Q1	$48K	Hold	939	–	–	0.04%	325
2020 Q4	$48K	Buy	+939	New	+$47.8K	0.04%	303

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Accel Wealth Management's VTIP Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 1,720 shares — an estimated $82.3K sold.

Accel Wealth Management first reported a position in VTIP in Q4 2020 and held it in 10 quarters. The position peaked at $325K in Q1 2022. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,720 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $82.3K.
Accel Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $325K in Q1 2022.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.