Cerity Partners OCIO’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cerity Partners OCIO’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	$201K	Sell	4,302 -4,010	-48%	-$191K	0.01%	414
2022 Q3	$400K	Buy	+8,312	New	+$412K	0.01%	336
2021 Q3	–	Sell	-4,977	Closed	-$261K	–	424
2021 Q2	$261K	Buy	+4,977	New	+$259K	0.01%	363

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Cerity Partners OCIO's VTIP Position: Q4 2022 in Review

Cerity Partners OCIO reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 48% in Q4 2022, selling an estimated $191K and leaving 4,302 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #414.

Cerity Partners OCIO first reported a position in VTIP in Q2 2021 and has held it in 3 quarters since. The position peaked at $400K in Q3 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Cerity Partners OCIO held 4,302 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $201K as of Q4 2022.
Cerity Partners OCIO sold 4,010 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $191K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #414 holding.
Cerity Partners OCIO first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 3 quarters since.
Cerity Partners OCIO's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $400K in Q3 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.