Ausdal Financial Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ausdal Financial Partners’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	-6,860	Closed	-$320K	–	472
2022 Q4	$320K	Sell	6,860 -14,347	-68%	-$684K	0.05%	323
2022 Q3	$1.02M	Buy	21,207 +116	+0.5%	+$5.75K	0.16%	157
2022 Q2	$1.06M	Sell	21,091 -9,989	-32%	-$505K	0.16%	169
2022 Q1	$1.59M	Buy	31,080 +3,468	+13%	+$178K	0.22%	127
2021 Q4	$1.42M	Buy	27,612 +1,277	+5%	+$66.5K	0.19%	153
2021 Q3	$1.39M	Sell	26,335 -37	-0.1%	-$1.94K	0.21%	140
2021 Q2	$1.38M	Sell	26,372 -8,352	-24%	-$435K	0.21%	139
2021 Q1	$1.79M	Sell	34,724 -169	-0.5%	-$8.69K	0.3%	95
2020 Q4	$1.78M	Sell	34,893 -539	-2%	-$27.4K	0.35%	80
2020 Q3	$1.81M	Buy	35,432 +4,215	+14%	+$214K	0.44%	58
2020 Q2	$1.57M	Buy	+31,217	New	+$1.55M	0.52%	51
2016 Q1	–	Sell	-827	Closed	-$40K	–	1013
2015 Q4	$40K	Buy	+827	New	+$40K	0.02%	527

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

Ausdal Financial Partners's VTIP Position: Q1 2023 in Review

Ausdal Financial Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 6,860 shares — an estimated $320K sold.

Ausdal Financial Partners first reported a position in VTIP in Q4 2015 and held it in 12 quarters. The position peaked at $1.81M in Q3 2020. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Ausdal Financial Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Ausdal Financial Partners sold 6,860 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $320K.
Ausdal Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and held it in 12 quarters.
Ausdal Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.81M in Q3 2020.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Ausdal Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.