DOA
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D'Orazio & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-621
Closed -$33K – 694
2021
Q3 		$33K Buy
621
+43
+7% +$2.26K 0.01% 272
2021
Q2 		$30K Sell
578
-563
-49% -$29.3K 0.01% 215
2021
Q1 		$59K Buy
1,141
+27
+2% +$1.39K 0.02% 154
2020
Q4 		$57K Hold
1,114
– – 0.02% 146
2020
Q3 		$57K Hold
1,114
– – 0.02% 136
2020
Q2 		$56K Hold
1,114
– – 0.02% 130
2020
Q1 		$54K Buy
1,114
+30
+3% +$1.47K 0.03% 122
2019
Q4 		$53K Buy
1,084
+41
+4% +$2.02K 0.02% 146
2019
Q3 		$51K Buy
1,043
+1
+0.1% +$49 0.02% 145
2019
Q2 		$51K Hold
1,042
– – 0.01% 142
2019
Q1 		$51K Buy
1,042
+56
+6% +$2.7K 0.02% 142
2018
Q4 		$47K Sell
986
-73
-7% -$3.51K 0.02% 132
2018
Q3 		$51K Sell
1,059
-88
-8% -$4.3K 0.02% 134
2018
Q2 		$56K Sell
1,147
-67
-6% -$3.28K 0.02% 120
2018
Q1 		$59K Buy
1,214
+74
+6% +$3.6K 0.02% 106
2017
Q4 		$56K Buy
1,140
+628
+123% +$31.1K 0.02% 120
2017
Q3 		$25K Sell
512
-534
-51% -$26.4K 0.01% 149
2017
Q2 		$51K Buy
1,046
+534
+104% +$26.4K 0.02% 122
2017
Q1 		$25K Hold
512
– – 0.01% 168
2016
Q4 		$25K Buy
512
+9
+2% +$445 0.01% 158
2016
Q3 		$24K Hold
503
– – 0.01% 155
2016
Q2 		$25K Hold
503
– – 0.01% 159
2016
Q1 		$24K Hold
503
– – 0.01% 164
2015
Q4 		$24K Buy
+503
New +$24.3K 0.01% 142

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D'Orazio & Associates's VTIP Position: Q4 2021 in Review

D'Orazio & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2021, closing a stake of 621 shares — an estimated $33K sold.

D'Orazio & Associates first reported a position in VTIP in Q4 2015 and held it in 24 quarters. The position peaked at $59K in Q1 2021. 745 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

  • D'Orazio & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 621 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $33K.
  • D'Orazio & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and held it in 24 quarters.
  • D'Orazio & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $59K in Q1 2021.
  • 745 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.