Donor Advised Charitable Giving’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Donor Advised Charitable Giving’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 Q2	–	Sell	-15,504	Closed	-$794K	–	54
2022 Q1	$794K	Hold	15,504	–	–	0.08%	20
2021 Q4	$797K	Buy	15,504 +5,043	+48%	+$262K	0.08%	21
2021 Q3	$550K	Buy	10,461 +501	+5%	+$26.3K	0.1%	27
2021 Q2	$522K	Buy	9,960 +852	+9%	+$44.4K	0.06%	85
2021 Q1	$469K	Buy	9,108 +4	+0%	+$206	0.05%	87
2020 Q4	$465K	Buy	9,104 +1,008	+12%	+$51.3K	0.06%	86
2020 Q3	$413K	Buy	8,096 +1,766	+28%	+$89.6K	0.12%	31
2020 Q2	$318K	Buy	6,330 +2,000	+46%	+$99.4K	0.12%	36
2020 Q1	$211K	Buy	+4,330	New	+$213K	0.11%	49

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Donor Advised Charitable Giving's VTIP Position: Q2 2022 in Review

Donor Advised Charitable Giving sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 15,504 shares — an estimated $794K sold.

Donor Advised Charitable Giving first reported a position in VTIP in Q1 2020 and held it in 9 quarters. The position peaked at $797K in Q4 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Donor Advised Charitable Giving reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Donor Advised Charitable Giving sold 15,504 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $794K.
Donor Advised Charitable Giving first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 9 quarters.
Donor Advised Charitable Giving's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $797K in Q4 2021.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2022, filed 29 Jul 2022.