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

Briggs Advisory 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 Q3	$409K	Buy	8,642 +1,240	+17%	+$58.6K	0.23%	42
2023 Q2	$351K	Sell	7,402 -432	-6%	-$20.6K	0.2%	47
2023 Q1	$375K	Hold	7,834	–	–	0.22%	45
2022 Q4	$366K	Buy	7,834 +590	+8%	+$28.1K	0.23%	44
2022 Q3	$349K	Buy	7,244 +1,903	+36%	+$94.3K	0.26%	43
2022 Q2	$268K	Sell	5,341 -592	-10%	-$29.9K	0.2%	45
2022 Q1	$304K	Buy	+5,933	New	+$304K	0.2%	45

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Briggs Advisory Group's VTIP Position: Q3 2023 in Review

Briggs Advisory Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q3 2023, buying an estimated $58.6K and bringing the position to 8,642 shares worth $409K. The position accounts for 0.23% of the portfolio, ranked #42.

Briggs Advisory Group first reported a position in VTIP in Q1 2022 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Briggs Advisory Group held 8,642 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $409K as of Q3 2023.
Briggs Advisory Group bought 1,240 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $58.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.23% of Briggs Advisory Group's portfolio in Q3 2023, its #42 holding.
Briggs Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 7 quarters since.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.