Beacon Harbor Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Beacon Harbor Wealth Advisors’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
2022 Q2	$2.09M	Buy	41,645 +649	+2%	+$32.8K	0.74%	47
2022 Q1	$2.1M	Buy	40,996 +512	+1%	+$26.3K	0.69%	47
2021 Q4	$2.08M	Buy	+40,484	New	+$2.11M	0.69%	46

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Harbor Wealth Advisors's VTIP Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.6% in Q2 2022, buying an estimated $32.8K and bringing the position to 41,645 shares worth $2.09M. The position accounts for 0.74% of the portfolio, ranked #47.

Beacon Harbor Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.1M in Q1 2022. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Beacon Harbor Wealth Advisors held 41,645 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.09M as of Q2 2022.
Beacon Harbor Wealth Advisors bought 649 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $32.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.74% of Beacon Harbor Wealth Advisors's portfolio in Q2 2022, its #47 holding.
Beacon Harbor Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 3 quarters since.
Beacon Harbor Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.1M in Q1 2022.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.