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

American Portfolios 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	$6.42M	Sell	133,431 -20,840	-14%	-$1.03M	0.27%	67
2022 Q2	$7.73M	Sell	154,271 -14,467	-9%	-$732K	0.32%	53
2022 Q1	$8.64M	Buy	168,738 +84,519	+100%	+$4.33M	0.3%	58
2021 Q4	$4.33M	Buy	84,219 +24,077	+40%	+$1.25M	0.15%	140
2021 Q3	$3.16M	Buy	60,142 +9,776	+19%	+$513K	0.12%	171
2021 Q2	$2.64M	Buy	50,366 +3,621	+8%	+$189K	0.1%	204
2021 Q1	$2.41M	Buy	46,745 +2,656	+6%	+$137K	0.11%	194
2020 Q4	$2.25M	Sell	44,089 -2,539	-5%	-$129K	0.12%	173
2020 Q3	$2.38M	Buy	46,628 +38	+0.1%	+$1.93K	0.14%	146
2020 Q2	$2.34M	Buy	46,590 +1,165	+3%	+$57.9K	0.15%	147
2020 Q1	$2.21M	Buy	45,425 +57	+0.1%	+$2.8K	0.18%	127
2019 Q4	$2.24M	Buy	45,368 +1,814	+4%	+$89.3K	0.16%	136
2019 Q3	$2.14M	Sell	43,554 -1,377	-3%	-$68K	0.18%	125
2019 Q2	$2.22M	Sell	44,931 -4,927	-10%	-$241K	0.19%	119
2019 Q1	$2.43M	Buy	49,858 +3,137	+7%	+$151K	0.23%	97
2018 Q4	$2.24M	Sell	46,721 -1,659	-3%	-$79.8K	0.28%	86
2018 Q3	$2.34M	Buy	48,380 +5,760	+14%	+$281K	0.27%	85
2018 Q2	$2.08M	Buy	42,620 +2,685	+7%	+$131K	0.28%	78
2018 Q1	$1.95M	Buy	39,935 +7,394	+23%	+$360K	0.29%	73
2017 Q4	$1.59M	Buy	+32,541	New	+$1.61M	0.25%	82

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

American Portfolios Advisors's VTIP Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2022, selling an estimated $1.03M and leaving 133,431 shares worth $6.42M. The position accounts for 0.27% of the portfolio, ranked #67.

American Portfolios Advisors first reported a position in VTIP in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.64M in Q1 2022. 785 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

American Portfolios Advisors held 133,431 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.42M as of Q3 2022.
American Portfolios Advisors sold 20,840 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $1.03M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.27% of American Portfolios Advisors's portfolio in Q3 2022, its #67 holding.
American Portfolios Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.64M in Q1 2022.
785 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.