Better Money Decisions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Better Money Decisions’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 Q2	–	Sell	-121,963	Closed	-$5.83M	–	66
2023 Q1	$5.83M	Buy	121,963 +14,275	+13%	+$672K	4.92%	5
2022 Q4	$5.03M	Buy	+107,688	New	+$5.13M	4.36%	7
2022 Q3	–	Sell	-580	Closed	-$29K	–	436
2022 Q2	$29K	Buy	+580	New	+$29.3K	0.02%	186
2021 Q4	–	Sell	-403	Closed	-$21K	–	567
2021 Q3	$21K	Buy	403 +4	+1%	+$210	0.02%	274
2021 Q2	$21K	Hold	399	–	–	0.02%	265
2021 Q1	$21K	Buy	+399	New	+$20.5K	0.02%	218

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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

EWM

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

Better Money Decisions's VTIP Position: Q2 2023 in Review

Better Money Decisions sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 121,963 shares — an estimated $5.83M sold.

Better Money Decisions first reported a position in VTIP in Q1 2021 and held it in 6 quarters. The position peaked at $5.83M in Q1 2023. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Better Money Decisions reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Better Money Decisions sold 121,963 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $5.83M.
Better Money Decisions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 6 quarters.
Better Money Decisions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.83M in Q1 2023.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Better Money Decisions's 13F filing for Q2 2023, filed 9 Aug 2023.