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

Bedel Financial Consulting’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	–	Sell	-103	Closed	-$5K	–	899
2022 Q1	$5K	Buy	103 +88	+587%	+$4.51K	﹤0.01%	779
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	985
2021 Q3	$1K	Sell	15 -346	-96%	-$18.1K	﹤0.01%	963
2021 Q2	$19K	Buy	361 +261	+261%	+$13.6K	0.01%	572
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	758
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	664
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	623
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	594
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	586
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	598
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	580
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	580
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	579
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	544
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	577
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	559
2018 Q1	$5K	Buy	+100	New	+$4.87K	﹤0.01%	551

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bedel Financial Consulting's VTIP Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 103 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in VTIP in Q1 2018 and held it in 17 quarters. The position peaked at $19K in Q2 2021. 808 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Bedel Financial Consulting reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 103 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $5K.
Bedel Financial Consulting first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19K in Q2 2021.
808 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.