Ellevest Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ellevest Inc’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	-32	Closed	-$2K	–	1966
2022 Q3	$2K	Sell	32 -261	-89%	-$12.9K	﹤0.01%	1386
2022 Q2	$15K	Buy	293 +292	+29,200%	+$14.8K	﹤0.01%	809
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1647
2021 Q4	$0	Sell	1 -47	-98%	-$2.45K	﹤0.01%	1670
2021 Q3	$3K	Buy	48 +30	+167%	+$1.57K	﹤0.01%	1088
2021 Q2	$1K	Buy	18 +17	+1,700%	+$886	﹤0.01%	1217
2021 Q1	$0	Buy	+1	New	+$51	﹤0.01%	1367
2020 Q2	–	Sell	-431	Closed	-$21K	–	1351
2020 Q1	$21K	Buy	+431	New	+$21.2K	0.01%	430

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Ellevest Inc's VTIP Position: Q4 2022 in Review

Ellevest Inc sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 32 shares — an estimated $2K sold.

Ellevest Inc first reported a position in VTIP in Q1 2020 and held it in 8 quarters. The position peaked at $21K in Q1 2020. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Ellevest Inc reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Ellevest Inc sold 32 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $2K.
Ellevest Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 8 quarters.
Ellevest Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $21K in Q1 2020.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.