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

AJ Wealth Strategies’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	$25.2M	Buy	531,106 +134,155	+34%	+$6.4M	1.22%	23
2023 Q1	$19M	Buy	396,951 +34,284	+9%	+$1.61M	0.99%	25
2022 Q4	$16.9M	Buy	362,667 +124,711	+52%	+$5.94M	0.89%	26
2022 Q3	$11.4M	Sell	237,956 -896,818	-79%	-$44.4M	0.67%	27
2022 Q2	$56.9M	Buy	1,134,774 +25,360	+2%	+$1.28M	3%	11
2022 Q1	$56.8M	Buy	1,109,414 +380,480	+52%	+$19.5M	2.8%	11
2021 Q4	$37.5M	Buy	+728,934	New	+$37.9M	1.78%	14

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

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

AJ Wealth Strategies's VTIP Position: Q2 2023 in Review

AJ Wealth Strategies increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 34% in Q2 2023, buying an estimated $6.4M and bringing the position to 531,106 shares worth $25.2M. The position accounts for 1.22% of the portfolio, ranked #23.

AJ Wealth Strategies first reported a position in VTIP in Q4 2021 and has held it in 7 quarters since. The position peaked at $56.9M in Q2 2022. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

AJ Wealth Strategies held 531,106 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25.2M as of Q2 2023.
AJ Wealth Strategies bought 134,155 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $6.4M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.22% of AJ Wealth Strategies's portfolio in Q2 2023, its #23 holding.
AJ Wealth Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 7 quarters since.
AJ Wealth Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $56.9M in Q2 2022.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.