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

DFPG 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 Q4	$281K	Sell	5,914 -10,553	-64%	-$500K	0.02%	529
2023 Q3	$778K	Sell	16,467 -740	-4%	-$35K	0.07%	250
2023 Q2	$813K	Buy	17,207 +2,787	+19%	+$133K	0.07%	269
2023 Q1	$690K	Buy	14,420 +5,990	+71%	+$282K	0.07%	268
2022 Q4	$395K	Buy	+8,430	New	+$402K	0.07%	299

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DFPG Investments's VTIP Position: Q4 2023 in Review

DFPG Investments reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 64% in Q4 2023, selling an estimated $500K and leaving 5,914 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #529.

DFPG Investments first reported a position in VTIP in Q4 2022 and has held it in 5 quarters since. The position peaked at $813K in Q2 2023. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

DFPG Investments held 5,914 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $281K as of Q4 2023.
DFPG Investments sold 10,553 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $500K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #529 holding.
DFPG Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 5 quarters since.
DFPG Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $813K in Q2 2023.
761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.