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CWA
Clarus Wealth Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Clarus Wealth Advisors’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
Q2
–
Sell
-7,914
Closed
-$400K
–
119
2022
Q1
$400K
Buy
7,914
+558
+8%
+$28.6K
0.25%
73
2021
Q4
$376K
Sell
7,356
-3,303
-31%
-$172K
0.22%
71
2021
Q3
$553K
Sell
10,659
-40
-0.4%
-$2.1K
0.34%
46
2021
Q2
$557K
Buy
10,699
+1,521
+17%
+$79.3K
0.35%
48
2021
Q1
$474K
Buy
9,178
+4,247
+86%
+$218K
0.3%
62
2020
Q4
$252K
Sell
4,931
-8
-0.2%
-$407
0.17%
109
2020
Q3
$251K
Sell
4,939
-546
-10%
-$27.7K
0.19%
103
2020
Q2
$276K
Sell
5,485
-2,408
-31%
-$120K
0.23%
92
2020
Q1
$390K
Sell
7,893
-1,373
-15%
-$67.4K
0.39%
75
2019
Q4
$457K
Sell
9,266
-929
-9%
-$45.7K
0.3%
89
2019
Q3
$500K
Buy
10,195
+258
+3%
+$12.8K
0.37%
63
2019
Q2
$490K
Buy
9,937
+4,807
+94%
+$235K
0.35%
46
2019
Q1
$250K
Sell
5,130
-1,115
-18%
-$53.8K
0.19%
75
2018
Q4
$299K
Sell
6,245
-800
-11%
-$38.5K
0.47%
41
2018
Q3
$341K
Sell
7,045
-185
-3%
-$9.03K
0.22%
51
2018
Q2
$354K
Hold
7,230
–
–
0.27%
42
2018
Q1
$354K
Buy
7,230
+900
+14%
+$43.8K
0.33%
42
2017
Q4
$309K
Buy
+6,330
New
+$313K
0.3%
54
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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