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

Carlsbad Wealth 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 Q2	$1.43M	Buy	+30,145	New	+$1.44M	0.92%	18

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

Carlsbad Wealth Advisory Group's VTIP Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023: 30,145 shares worth $1.43M. The stake represents 0.92% of the portfolio and ranks #18 among its holdings.

765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Carlsbad Wealth Advisory Group held 30,145 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.43M as of Q2 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.92% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #18 holding.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.