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Burleson & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Burleson & Co’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
Q4 		$2.8K Hold
60
– – ﹤0.01% 326
2022
Q3 		$3K Hold
60
– – ﹤0.01% 338
2022
Q2 		$3K Buy
+60
New +$3.04K ﹤0.01% 327

Other funds holding VTIP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burleson & Co's VTIP Position: Q4 2022 in Review

Burleson & Co held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q4 2022 at 60 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Burleson & Co first reported a position in VTIP in Q2 2022 and has held it in 3 quarters since. The position peaked at $3K in Q3 2022. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

  • Burleson & Co held 60 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.8K as of Q4 2022.
  • Burleson & Co left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q4 2022.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #326 holding.
  • Burleson & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 3 quarters since.
  • Burleson & Co's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3K in Q3 2022.
  • 813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.