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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarus Wealth Advisors's VTIP Position: Q2 2022 in Review

Clarus Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 7,914 shares — an estimated $400K sold.

Clarus Wealth Advisors first reported a position in VTIP in Q4 2017 and held it in 18 quarters. The position peaked at $557K in Q2 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Clarus Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 7,914 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $400K.
Clarus Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 18 quarters.
Clarus Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $557K in Q2 2021.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Clarus Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.