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CPR Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

CPR Investments’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
-153,951
Closed -$7.19M – 54
2022
Q4 		$7.19M Sell
153,951
-14,151
-8% -$674K 7.14% 6
2022
Q3 		$8.09M Buy
168,102
+84,337
+101% +$4.18M 10.4% 4
2022
Q2 		$4.2M Buy
+83,765
New +$4.24M 6.31% 8

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CPR Investments's VTIP Position: Q1 2023 in Review

CPR Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 153,951 shares — an estimated $7.19M sold.

CPR Investments first reported a position in VTIP in Q2 2022 and held it in 3 quarters. The position peaked at $8.09M in Q3 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

  • CPR Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
  • CPR Investments sold 153,951 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $7.19M.
  • CPR Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 3 quarters.
  • CPR Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.09M 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 CPR Investments's 13F filing for Q1 2023, filed 8 May 2023.