Diversified Portfolios Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Diversified Portfolios Inc’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 Q3	–	Sell	-5,105	Closed	-$242K	–	127
2023 Q2	$242K	Hold	5,105	–	–	0.05%	115
2023 Q1	$244K	Sell	5,105 -27,033	-84%	-$1.27M	0.05%	121
2022 Q4	$1.5M	Sell	32,138 -9,437	-23%	-$450K	0.34%	38
2022 Q3	$2M	Sell	41,575 -1,464	-3%	-$72.5K	0.54%	33
2022 Q2	$2.16M	Sell	43,039 -3,033	-7%	-$153K	0.6%	29
2022 Q1	$2.36M	Sell	46,072 -11,956	-21%	-$613K	0.57%	30
2021 Q4	$2.98M	Buy	58,028 +11,728	+25%	+$610K	0.72%	26
2021 Q3	$2.43M	Buy	+46,300	New	+$2.43M	0.67%	23
2021 Q2	–	Sell	-40,792	Closed	-$2.1M	–	120
2021 Q1	$2.1M	Buy	40,792 +29,573	+264%	+$1.52M	0.69%	22
2020 Q4	$573K	Sell	11,219 -675	-6%	-$34.4K	0.2%	46
2020 Q3	$607K	Buy	+11,894	New	+$603K	0.26%	35

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

HWA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Diversified Portfolios Inc's VTIP Position: Q3 2023 in Review

Diversified Portfolios Inc sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 5,105 shares — an estimated $242K sold.

Diversified Portfolios Inc first reported a position in VTIP in Q3 2020 and held it in 11 quarters. The position peaked at $2.98M in Q4 2021. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Diversified Portfolios Inc reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Diversified Portfolios Inc sold 5,105 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $242K.
Diversified Portfolios Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 11 quarters.
Diversified Portfolios Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.98M in Q4 2021.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Diversified Portfolios Inc's 13F filing for Q3 2023, filed 2 Nov 2023.