Brandywine Oak Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Brandywine Oak Private Wealth’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	-6,541	Closed	-$305K	–	258
2022 Q4	$305K	Sell	6,541 -325	-5%	-$15.5K	0.04%	196
2022 Q3	$330K	Buy	6,866 +75	+1%	+$3.72K	0.04%	194
2022 Q2	$340K	Buy	6,791 +51	+0.8%	+$2.58K	0.04%	221
2022 Q1	$345K	Buy	6,740 +2,433	+56%	+$125K	0.04%	233
2021 Q4	$221K	Buy	4,307 +41	+1%	+$2.13K	0.02%	324
2021 Q3	$224K	Buy	4,266 +10	+0.2%	+$525	0.03%	315
2021 Q2	$223K	Buy	+4,256	New	+$222K	0.03%	318
2019 Q1	–	Sell	-140,479	Closed	-$6.66M	–	624
2018 Q4	$6.66M	Buy	+140,479	New	+$6.76M	1.5%	18

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brandywine Oak Private Wealth's VTIP Position: Q1 2023 in Review

Brandywine Oak Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 6,541 shares — an estimated $305K sold.

Brandywine Oak Private Wealth first reported a position in VTIP in Q4 2018 and held it in 8 quarters. The position peaked at $6.66M in Q4 2018. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Brandywine Oak Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 6,541 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $305K.
Brandywine Oak Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 8 quarters.
Brandywine Oak Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.66M in Q4 2018.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.