EFG Asset Management (Americas)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

EFG Asset Management (Americas)’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 Q2	–	Sell	-5,390	Closed	-$258K	–	144
2023 Q1	$258K	Hold	5,390	–	–	0.06%	128
2022 Q4	$252K	Hold	5,390	–	–	0.06%	119
2022 Q3	$259K	Hold	5,390	–	–	0.07%	124
2022 Q2	$270K	Hold	5,390	–	–	0.06%	121
2022 Q1	$276K	Hold	5,390	–	–	0.05%	127
2021 Q4	$277K	Hold	5,390	–	–	0.05%	127
2021 Q3	$283K	Hold	5,390	–	–	0.05%	132
2021 Q2	$282K	Hold	5,390	–	–	0.05%	133
2021 Q1	$278K	Sell	5,390 -1,953	-27%	-$100K	0.06%	129
2020 Q4	$375K	Hold	7,343	–	–	0.08%	114
2020 Q3	$375K	Hold	7,343	–	–	0.08%	113
2020 Q2	$368K	Sell	7,343 -5,176	-41%	-$257K	0.1%	108
2020 Q1	$713K	Hold	12,519	–	–	0.23%	94
2019 Q4	$690K	Sell	12,519 -499	-4%	-$24.6K	0.18%	102
2019 Q3	$726K	Hold	13,018	–	–	0.22%	85
2019 Q2	$725K	Hold	13,018	–	–	0.21%	90
2019 Q1	$723K	Sell	13,018 -11,165	-46%	-$539K	0.22%	86
2018 Q4	$1.25M	Sell	24,183 -58,156	-71%	-$2.8M	0.45%	69
2018 Q3	$4.06M	Sell	82,339 -3,938	-5%	-$192K	1.16%	29
2018 Q2	$4.3M	Buy	86,277 +21,661	+34%	+$1.06M	1.3%	24
2018 Q1	$3.24M	Sell	64,616 -7,593	-11%	-$370K	1.34%	20
2017 Q4	$3.59M	Sell	72,209 -1,964	-3%	-$97.1K	1.3%	24
2017 Q3	$3.73M	Buy	74,173 +194	+0.3%	+$9.59K	1.42%	17
2017 Q2	$3.64M	Buy	73,979 +5,764	+8%	+$285K	1.37%	17
2017 Q1	$3.38M	Buy	+68,215	New	+$3.36M	1.3%	19

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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

EWM

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

EFG Asset Management (Americas)'s VTIP Position: Q2 2023 in Review

EFG Asset Management (Americas) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 5,390 shares — an estimated $258K sold.

EFG Asset Management (Americas) first reported a position in VTIP in Q1 2017 and held it in 25 quarters. The position peaked at $4.3M in Q2 2018. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

EFG Asset Management (Americas) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
EFG Asset Management (Americas) sold 5,390 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $258K.
EFG Asset Management (Americas) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 25 quarters.
EFG Asset Management (Americas)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.3M in Q2 2018.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2023, filed 29 Aug 2023.