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

Antonetti Capital 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 Q3	$4.73K	Hold	100	–	–	0.01%	237
2023 Q2	$4.74K	Hold	100	–	–	0.01%	247
2023 Q1	$4.78K	Hold	100	–	–	0.01%	258
2022 Q4	$4.67K	Hold	100	–	–	0.01%	252
2022 Q3	$5K	Hold	100	–	–	0.01%	261
2022 Q2	$5K	Hold	100	–	–	0.01%	268
2022 Q1	$5K	Sell	100 -3,590	-97%	-$184K	﹤0.01%	291
2021 Q4	$190K	Sell	3,690 -950	-20%	-$49.4K	0.15%	86
2021 Q3	$244K	Buy	+4,640	New	+$243K	0.2%	75

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

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

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

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

Antonetti Capital Management's VTIP Position: Q3 2023 in Review

Antonetti Capital Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2023 at 100 shares worth $4.73K. The position accounts for 0.01% of the portfolio, ranked #237.

Antonetti Capital Management first reported a position in VTIP in Q3 2021 and has held it in 9 quarters since. The position peaked at $244K in Q3 2021. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Antonetti Capital Management held 100 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.73K as of Q3 2023.
Antonetti Capital Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #237 holding.
Antonetti Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $244K in Q3 2021.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.