Dowling & Yahnke’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Dowling & Yahnke’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 Q3	$24.5M	Buy	509,905 +207,137	+68%	+$10.3M	1.14%	19
2022 Q2	$15.2M	Buy	302,768 +84,109	+38%	+$4.25M	0.71%	32
2022 Q1	$11.2M	Buy	218,659 +171,873	+367%	+$8.81M	0.49%	53
2021 Q4	$2.4M	Buy	46,786 +33,610	+255%	+$1.75M	0.12%	161
2021 Q3	$693K	Buy	13,176 +8,970	+213%	+$471K	0.04%	239
2021 Q2	$220K	Sell	4,206 -756	-15%	-$39.4K	0.01%	341
2021 Q1	$256K	Buy	4,962 +965	+24%	+$49.6K	0.02%	307
2020 Q4	$204K	Hold	3,997	–	–	0.01%	313
2020 Q3	$204K	Buy	+3,997	New	+$203K	0.02%	294

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dowling & Yahnke's VTIP Position: Q3 2022 in Review

Dowling & Yahnke increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 68% in Q3 2022, buying an estimated $10.3M and bringing the position to 509,905 shares worth $24.5M. The position accounts for 1.14% of the portfolio, ranked #19.

Dowling & Yahnke first reported a position in VTIP in Q3 2020 and has held it in 9 quarters since. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Dowling & Yahnke held 509,905 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $24.5M as of Q3 2022.
Dowling & Yahnke bought 207,137 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $10.3M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.14% of Dowling & Yahnke's portfolio in Q3 2022, its #19 holding.
Dowling & Yahnke first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 9 quarters since.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.