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

Detalus 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
2023
Q1 		– Sell
-6,578
Closed -$307K – 152
2022
Q4 		$307K Sell
6,578
-73
-1% -$3.48K 0.15% 103
2022
Q3 		$320K Buy
+6,651
New +$329K 0.19% 91

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.15T AUM 47.82% 1-Year Est. Return

Detalus Advisors's VTIP Position: Q1 2023 in Review

Detalus Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 6,578 shares — an estimated $307K sold.

Detalus Advisors first reported a position in VTIP in Q3 2022 and held it in 2 quarters. The position peaked at $320K in Q3 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

  • Detalus Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
  • Detalus Advisors sold 6,578 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $307K.
  • Detalus Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 2 quarters.
  • Detalus Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $320K 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 Detalus Advisors's 13F filing for Q1 2023, filed 15 May 2023.