Clearwater Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Clearwater Capital 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
2023 Q1	–	Sell	-197,175	Closed	-$9.21M	–	163
2022 Q4	$9.21M	Sell	197,175 -28,393	-13%	-$1.35M	1.2%	25
2022 Q3	$10.9M	Buy	225,568 +214,483	+1,935%	+$10.6M	1.5%	20
2022 Q2	$556K	Buy	11,085 +1,355	+14%	+$68.5K	0.08%	88
2022 Q1	$498K	Buy	+9,730	New	+$499K	0.06%	104
2020 Q1	–	Sell	-12,807	Closed	-$631K	–	165
2019 Q4	$631K	Hold	12,807	–	–	0.11%	114
2019 Q3	$628K	Hold	12,807	–	–	0.11%	122
2019 Q2	$632K	Sell	12,807 -1,930	-13%	-$94.5K	0.11%	126
2019 Q1	$717K	Sell	14,737 -961	-6%	-$46.4K	0.13%	127
2018 Q4	$752K	Buy	+15,698	New	+$755K	0.16%	123
2018 Q2	–	Sell	-293	Closed	-$14K	–	549
2018 Q1	$14K	Buy	+293	New	+$14.3K	﹤0.01%	445

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearwater Capital Advisors's VTIP Position: Q1 2023 in Review

Clearwater Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 197,175 shares — an estimated $9.21M sold.

Clearwater Capital Advisors first reported a position in VTIP in Q1 2018 and held it in 10 quarters. The position peaked at $10.9M in Q3 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Clearwater Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Clearwater Capital Advisors sold 197,175 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $9.21M.
Clearwater Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 10 quarters.
Clearwater Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.9M in Q3 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Clearwater Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.