Credit Suisse’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Credit Suisse’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	-12,619	Closed	-$589K	–	3744
2022 Q4	$589K	Hold	12,619	–	–	﹤0.01%	2684
2022 Q3	$607K	Sell	12,619 -311	-2%	-$15.4K	﹤0.01%	2681
2022 Q2	$648K	Sell	12,930 -65,640	-84%	-$3.32M	﹤0.01%	2678
2022 Q1	$4.02M	Sell	78,570 -244,533	-76%	-$12.5M	﹤0.01%	1615
2021 Q4	$16.6M	Sell	323,103 -31,454	-9%	-$1.64M	0.01%	1183
2021 Q3	$18.6M	Sell	354,557 -193,429	-35%	-$10.1M	0.01%	1112
2021 Q2	$28.7M	Buy	547,986 +23,570	+4%	+$1.23M	0.02%	960
2021 Q1	$27M	Buy	524,416 +11,710	+2%	+$602K	0.01%	1006
2020 Q4	$26.2M	Buy	512,706 +188,286	+58%	+$9.58M	0.01%	1021
2020 Q3	$16.6M	Sell	324,420 -9,153	-3%	-$464K	0.01%	1130
2020 Q2	$16.7M	Sell	333,573 -117,850	-26%	-$5.86M	0.01%	1030
2020 Q1	$22M	Sell	451,423 -46,596	-9%	-$2.29M	0.02%	796
2019 Q4	$24.5M	Sell	498,019 -86,854	-15%	-$4.28M	0.02%	918
2019 Q3	$28.7M	Buy	584,873 +25,578	+5%	+$1.26M	0.02%	717
2019 Q2	$27.6M	Buy	559,295 +67,882	+14%	+$3.32M	0.02%	731
2019 Q1	$23.9M	Buy	491,413 +97,401	+25%	+$4.7M	0.02%	766
2018 Q4	$18.9M	Buy	394,012 +157,029	+66%	+$7.56M	0.02%	821
2018 Q3	$11.5M	Sell	236,983 -37,819	-14%	-$1.85M	0.01%	1181
2018 Q2	$13.4M	Sell	274,802 -9,264	-3%	-$453K	0.01%	1071
2018 Q1	$13.9M	Buy	+284,066	New	+$13.8M	0.01%	1057
2015 Q2	–	Sell	-4,246	Closed	-$206K	–	4651
2015 Q1	$206K	Sell	4,246 -4,311	-50%	-$209K	﹤0.01%	4069
2014 Q4	$413K	Buy	8,557 +1,825	+27%	+$89.8K	﹤0.01%	3847
2014 Q3	$332K	Buy	+6,732	New	+$336K	﹤0.01%	3882

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

Credit Suisse's VTIP Position: Q1 2023 in Review

Credit Suisse sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 12,619 shares — an estimated $589K sold.

Credit Suisse first reported a position in VTIP in Q3 2014 and held it in 23 quarters. The position peaked at $28.7M in Q2 2021. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Credit Suisse reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 12,619 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $589K.
Credit Suisse first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2014 and held it in 23 quarters.
Credit Suisse's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $28.7M in Q2 2021.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.