CWG
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Crown Wealth Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Crown Wealth Group’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
Q3 		– Sell
-238,813
Closed -$12M – 73
2022
Q2 		$12M Buy
+238,813
New +$12.1M 10.86% 3

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Crown Wealth Group's VTIP Position: Q3 2022 in Review

Crown Wealth Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 238,813 shares — an estimated $12M sold.

Crown Wealth Group first reported a position in VTIP in Q2 2022 and held it in 1 quarter. The position peaked at $12M in Q2 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

  • Crown Wealth Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
  • Crown Wealth Group sold 238,813 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $12M.
  • Crown Wealth Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 1 quarter.
  • Crown Wealth Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12M in Q2 2022.
  • 784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Crown Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.