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

BTR Capital 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
2022 Q3	$1.32M	Buy	27,425 +1,800	+7%	+$89.2K	0.21%	65
2022 Q2	$1.28M	Hold	25,625	–	–	0.18%	67
2022 Q1	$1.31M	Buy	+25,625	New	+$1.31M	0.16%	72

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BTR Capital Management's VTIP Position: Q3 2022 in Review

BTR Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7% in Q3 2022, buying an estimated $89.2K and bringing the position to 27,425 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #65.

BTR Capital Management first reported a position in VTIP in Q1 2022 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

BTR Capital Management held 27,425 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.32M as of Q3 2022.
BTR Capital Management bought 1,800 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $89.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.21% of BTR Capital Management's portfolio in Q3 2022, its #65 holding.
BTR Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 3 quarters since.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.