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Certuity’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Certuity’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
Q1 		– Sell
-5,250
Closed -$245K – 239
2022
Q4 		$245K Buy
+5,250
New +$250K 0.04% 176

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Bank of America
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SEI Investments
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VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Certuity's VTIP Position: Q1 2023 in Review

Certuity sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 5,250 shares — an estimated $245K sold.

Certuity first reported a position in VTIP in Q4 2022 and held it in 1 quarter. The position peaked at $245K in Q4 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

  • Certuity reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
  • Certuity sold 5,250 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $245K.
  • Certuity first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 1 quarter.
  • Certuity's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $245K in Q4 2022.
  • 777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Certuity's 13F filing for Q1 2023, filed 11 May 2023.