Anson Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Anson Capital’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	-6,721	Closed	-$321K	–	80
2023 Q1	$321K	Sell	6,721 -314	-4%	-$14.8K	0.52%	48
2022 Q4	$329K	Sell	7,035 -702	-9%	-$33.5K	0.43%	44
2022 Q3	$372K	Sell	7,737 -1,038	-12%	-$51.4K	0.5%	38
2022 Q2	$440K	Buy	8,775 +7	+0.1%	+$354	0.47%	36
2022 Q1	$449K	Sell	8,768 -8,828	-50%	-$453K	0.42%	41
2021 Q4	$925K	Buy	+17,596	New	+$916K	0.91%	30

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

Anson Capital's VTIP Position: Q2 2023 in Review

Anson Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 6,721 shares — an estimated $321K sold.

Anson Capital first reported a position in VTIP in Q4 2021 and held it in 6 quarters. The position peaked at $925K in Q4 2021. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Anson Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Anson Capital sold 6,721 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $321K.
Anson Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 6 quarters.
Anson Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $925K in Q4 2021.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Anson Capital's 13F filing for Q2 2023, filed 2 Aug 2023.