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

Benchmark Wealth Management’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 Q3	–	Sell	-5,409	Closed	-$256K	–	49
2023 Q2	$256K	Hold	5,409	–	–	0.15%	44
2023 Q1	$258K	Hold	5,409	–	–	0.16%	43
2022 Q4	$253K	Sell	5,409 -743	-12%	-$35.4K	0.18%	45
2022 Q3	$296K	Hold	6,152	–	–	0.23%	36
2022 Q2	$308K	Sell	6,152 -5,017	-45%	-$254K	0.23%	36
2022 Q1	$572K	Sell	11,169 -2,843	-20%	-$146K	0.38%	24
2021 Q4	$720K	Buy	14,012 +3,029	+28%	+$158K	0.47%	20
2021 Q3	$577K	Sell	10,983 -425	-4%	-$22.3K	0.41%	20
2021 Q2	$598K	Buy	11,408 +926	+9%	+$48.3K	0.41%	21
2021 Q1	$540K	Sell	10,482 -33	-0.3%	-$1.7K	0.4%	20
2020 Q4	$537K	Sell	10,515 -104	-1%	-$5.29K	0.41%	20
2020 Q3	$542K	Sell	10,619 -382	-3%	-$19.4K	0.43%	21
2020 Q2	$552K	Buy	11,001 +145	+1%	+$7.21K	0.47%	20
2020 Q1	$529K	Hold	10,856	–	–	0.53%	18
2019 Q4	$535K	Buy	+10,856	New	+$535K	0.46%	24

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

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

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

Benchmark Wealth Management's VTIP Position: Q3 2023 in Review

Benchmark Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 5,409 shares — an estimated $256K sold.

Benchmark Wealth Management first reported a position in VTIP in Q4 2019 and held it in 15 quarters. The position peaked at $720K in Q4 2021. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Benchmark Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Benchmark Wealth Management sold 5,409 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $256K.
Benchmark Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 15 quarters.
Benchmark Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $720K in Q4 2021.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Benchmark Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.