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

Coastal Bridge 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 Q4	–	Sell	-152,553	Closed	-$7.34M	–	193
2022 Q3	$7.34M	Buy	+152,553	New	+$7.56M	1.97%	14
2022 Q1	–	Sell	-5,400	Closed	-$278K	–	225
2021 Q4	$278K	Buy	+5,400	New	+$281K	0.06%	150

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Coastal Bridge Advisors's VTIP Position: Q4 2022 in Review

Coastal Bridge Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 152,553 shares — an estimated $7.34M sold.

Coastal Bridge Advisors first reported a position in VTIP in Q4 2021 and held it in 2 quarters. The position peaked at $7.34M in Q3 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Coastal Bridge Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 152,553 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $7.34M.
Coastal Bridge Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 2 quarters.
Coastal Bridge Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.34M in Q3 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Coastal Bridge Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.