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

Charter Oak 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	–	Sell	-233	Closed	-$12K	–	877
2022 Q2	$12K	Hold	233	–	–	﹤0.01%	570
2022 Q1	$12K	Sell	233 -1,000	-81%	-$51.3K	﹤0.01%	604
2021 Q4	$63K	Buy	1,233 +1,205	+4,304%	+$62.7K	0.01%	318
2021 Q3	$1K	Buy	28 +5	+22%	+$262	﹤0.01%	809
2021 Q2	$1K	Buy	+23	New	+$1.2K	﹤0.01%	794

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

Charter Oak Capital Management's VTIP Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 233 shares — an estimated $12K sold.

Charter Oak Capital Management first reported a position in VTIP in Q2 2021 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Charter Oak Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 233 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $12K.
Charter Oak Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 5 quarters.
Charter Oak Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $63K in Q4 2021.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.