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

Barber Financial Group’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	$262K	Sell	5,469 -6,449	-54%	-$304K	0.05%	115
2022 Q4	$557K	Buy	11,918 +2,955	+33%	+$141K	0.15%	63
2022 Q3	$431K	Buy	+8,963	New	+$444K	0.13%	76

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

Barber Financial Group's VTIP Position: Q1 2023 in Review

Barber Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 54% in Q1 2023, selling an estimated $304K and leaving 5,469 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #115.

Barber Financial Group first reported a position in VTIP in Q3 2022 and has held it in 3 quarters since. The position peaked at $557K in Q4 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Barber Financial Group held 5,469 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $262K as of Q1 2023.
Barber Financial Group sold 6,449 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $304K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Barber Financial Group's portfolio in Q1 2023, its #115 holding.
Barber Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 3 quarters since.
Barber Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $557K in Q4 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

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