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

Beta Wealth 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	–	Sell	-30,390	Closed	-$1.42M	–	114
2022 Q4	$1.42M	Sell	30,390 -8,870	-23%	-$423K	0.95%	31
2022 Q3	$1.89M	Sell	39,260 -1,177	-3%	-$58.3K	1.36%	28
2022 Q2	$2.03M	Buy	40,437 +16,279	+67%	+$823K	1.36%	28
2022 Q1	$1.24M	Sell	24,158 -93	-0.4%	-$4.77K	0.83%	32
2021 Q4	$1.27M	Hold	24,251	–	–	0.92%	32
2021 Q3	$1.27M	Sell	24,251 -3,371	-12%	-$177K	0.92%	32
2021 Q2	$1.45M	Buy	27,622 +1,156	+4%	+$60.3K	1.01%	31
2021 Q1	$1.36M	Buy	+26,466	New	+$1.36M	0.99%	31

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beta Wealth Group's VTIP Position: Q1 2023 in Review

Beta Wealth Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 30,390 shares — an estimated $1.42M sold.

Beta Wealth Group first reported a position in VTIP in Q1 2021 and held it in 8 quarters. The position peaked at $2.03M in Q2 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Beta Wealth Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Beta Wealth Group sold 30,390 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $1.42M.
Beta Wealth Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 8 quarters.
Beta Wealth Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.03M in Q2 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Beta Wealth Group's 13F filing for Q1 2023, filed 9 May 2023.