Destination Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Destination Wealth Management’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 Q4	–	Sell	-14,025	Closed	-$663K	–	226
2023 Q3	$663K	Hold	14,025	–	–	0.03%	134
2023 Q2	$665K	Sell	14,025 -538	-4%	-$25.6K	0.02%	138
2023 Q1	$696K	Buy	14,563 +538	+4%	+$25.3K	0.03%	133
2022 Q4	$655K	Buy	+14,025	New	+$668K	0.03%	133

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Destination Wealth Management's VTIP Position: Q4 2023 in Review

Destination Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 14,025 shares — an estimated $663K sold.

Destination Wealth Management first reported a position in VTIP in Q4 2022 and held it in 4 quarters. The position peaked at $696K in Q1 2023. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Destination Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Destination Wealth Management sold 14,025 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $663K.
Destination Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 4 quarters.
Destination Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $696K in Q1 2023.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Destination Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.