Claraphi Advisory Network’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Claraphi Advisory Network’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	$3.42M	Buy	73,130 +44,704	+157%	+$2.13M	1.36%	17
2022 Q3	$1.37M	Buy	28,426 +15,246	+116%	+$755K	0.74%	27
2022 Q2	$661K	Buy	+13,180	New	+$667K	0.23%	101
2022 Q1	–	Sell	-18,200	Closed	-$935K	–	344
2021 Q4	$935K	Buy	+18,200	New	+$947K	0.33%	69
2019 Q4	–	Sell	-141	Closed	-$7K	–	399
2019 Q3	$7K	Buy	+141	New	+$6.97K	﹤0.01%	352

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

Claraphi Advisory Network's VTIP Position: Q4 2022 in Review

Claraphi Advisory Network increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 157% in Q4 2022, buying an estimated $2.13M and bringing the position to 73,130 shares worth $3.42M. The position accounts for 1.36% of the portfolio, ranked #17.

Claraphi Advisory Network first reported a position in VTIP in Q3 2019 and has held it in 5 quarters since. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Claraphi Advisory Network held 73,130 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.42M as of Q4 2022.
Claraphi Advisory Network bought 44,704 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $2.13M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.36% of Claraphi Advisory Network's portfolio in Q4 2022, its #17 holding.
Claraphi Advisory Network first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and has held it in 5 quarters since.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.