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

Astoria Strategic Wealth’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 Q1	–	Sell	-282,916	Closed	-$13.2M	–	35
2022 Q4	$13.2M	Sell	282,916 -31,410	-10%	-$1.5M	5.53%	6
2022 Q3	$15.1M	Sell	314,326 -44,514	-12%	-$2.21M	6.9%	6
2022 Q2	$18M	Sell	358,840 -2,842	-0.8%	-$144K	7.9%	3
2022 Q1	$18.5M	Buy	361,682 +15,236	+4%	+$781K	7.27%	6
2021 Q4	$17.8M	Buy	346,446 +17,484	+5%	+$910K	6.8%	5
2021 Q3	$17.3M	Buy	328,962 +17,537	+6%	+$920K	7.72%	5
2021 Q2	$16.3M	Buy	311,425 +28,491	+10%	+$1.48M	7.44%	5
2021 Q1	$14.6M	Buy	282,934 +9,672	+4%	+$497K	7.43%	5
2020 Q4	$14M	Buy	273,262 +8,647	+3%	+$440K	7.47%	5
2020 Q3	$13.4M	Buy	264,615 +13,269	+5%	+$673K	7.82%	5
2020 Q2	$12.6M	Buy	+251,346	New	+$12.5M	8.08%	5

Other funds holding VTIP

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

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

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

HWA

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

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

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

EWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Astoria Strategic Wealth's VTIP Position: Q1 2023 in Review

Astoria Strategic Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 282,916 shares — an estimated $13.2M sold.

Astoria Strategic Wealth first reported a position in VTIP in Q2 2020 and held it in 11 quarters. The position peaked at $18.5M in Q1 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Astoria Strategic Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Astoria Strategic Wealth sold 282,916 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $13.2M.
Astoria Strategic Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 11 quarters.
Astoria Strategic Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.5M in Q1 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Astoria Strategic Wealth's 13F filing for Q1 2023, filed 12 May 2023.