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

AMI Investment 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	-4,207	Closed	-$201K	–	59
2023 Q1	$201K	Sell	4,207 -524	-11%	-$24.7K	0.09%	58
2022 Q4	$221K	Hold	4,731	–	–	0.11%	60
2022 Q3	$228K	Hold	4,731	–	–	0.13%	60
2022 Q2	$237K	Hold	4,731	–	–	0.12%	66
2022 Q1	$242K	Sell	4,731 -600	-11%	-$30.8K	0.11%	66
2021 Q4	$274K	Sell	5,331 -1,614	-23%	-$84K	0.11%	64
2021 Q3	$365K	Hold	6,945	–	–	0.15%	61
2021 Q2	$364K	Hold	6,945	–	–	0.14%	62
2021 Q1	$358K	Hold	6,945	–	–	0.15%	63
2020 Q4	$355K	Hold	6,945	–	–	0.16%	64
2020 Q3	$354K	Hold	6,945	–	–	0.18%	61
2020 Q2	$348K	Buy	6,945 +400	+6%	+$19.9K	0.19%	61
2020 Q1	$319K	Hold	6,545	–	–	0.19%	63
2019 Q4	$323K	Buy	6,545 +1,200	+22%	+$59.1K	0.14%	66
2019 Q3	$262K	Hold	5,345	–	–	0.12%	66
2019 Q2	$264K	Sell	5,345 -550	-9%	-$26.9K	0.13%	64
2019 Q1	$287K	Buy	+5,895	New	+$285K	0.15%	63

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

AMI Investment Management's VTIP Position: Q2 2023 in Review

AMI Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 4,207 shares — an estimated $201K sold.

AMI Investment Management first reported a position in VTIP in Q1 2019 and held it in 17 quarters. The position peaked at $365K in Q3 2021. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

AMI Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
AMI Investment Management sold 4,207 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $201K.
AMI Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 17 quarters.
AMI Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $365K in Q3 2021.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on AMI Investment Management's 13F filing for Q2 2023, filed 8 Aug 2023.