Element Pointe Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Element Pointe Advisors’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 Q4	–	Sell	-5,520	Closed	-$266K	–	81
2022 Q3	$266K	Buy	+5,520	New	+$273K	0.15%	49
2021 Q4	–	Sell	-7,880	Closed	-$414K	–	118
2021 Q3	$414K	Hold	7,880	–	–	0.14%	80
2021 Q2	$412K	Hold	7,880	–	–	0.12%	91
2021 Q1	$406K	Hold	7,880	–	–	0.14%	97
2020 Q4	$403K	Hold	7,880	–	–	0.15%	88
2020 Q3	$402K	Hold	7,880	–	–	0.18%	74
2020 Q2	$395K	Hold	7,880	–	–	0.21%	63
2020 Q1	$383K	Buy	+7,880	New	+$387K	0.23%	53
2019 Q4	–	Sell	-8,313	Closed	-$408K	–	101
2019 Q3	$408K	Hold	8,313	–	–	0.24%	51
2019 Q2	$410K	Buy	+8,313	New	+$407K	0.23%	50
2019 Q1	–	Sell	-8,218	Closed	-$394K	–	101
2018 Q4	$394K	Buy	+8,218	New	+$395K	0.25%	44

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

HWA

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

Element Pointe Advisors's VTIP Position: Q4 2022 in Review

Element Pointe Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 5,520 shares — an estimated $266K sold.

Element Pointe Advisors first reported a position in VTIP in Q4 2018 and held it in 11 quarters. The position peaked at $414K in Q3 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Element Pointe Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Element Pointe Advisors sold 5,520 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $266K.
Element Pointe Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 11 quarters.
Element Pointe Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $414K in Q3 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Element Pointe Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.