Ellis Investment Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ellis Investment Partners’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	-973	Closed	-$46K	–	743
2022 Q3	$46K	Buy	973 +802	+469%	+$39.7K	0.01%	401
2022 Q2	$8K	Buy	171 +2	+1%	+$101	﹤0.01%	623
2022 Q1	$8K	Hold	169	–	–	﹤0.01%	654
2021 Q4	$8K	Buy	169 +5	+3%	+$260	﹤0.01%	653
2021 Q3	$8K	Buy	164 +2	+1%	+$105	﹤0.01%	642
2021 Q2	$8K	Sell	162 -1	-0.6%	-$52	﹤0.01%	642
2021 Q1	$8K	Buy	163 +1	+0.6%	+$51	﹤0.01%	612
2020 Q4	$8K	Buy	162 +2	+1%	+$102	﹤0.01%	592
2020 Q3	$8K	Hold	160	–	–	﹤0.01%	587
2020 Q2	$8K	Hold	160	–	–	﹤0.01%	573
2020 Q1	$7K	Sell	160 -53	-25%	-$2.6K	﹤0.01%	536
2019 Q4	$10K	Sell	213 -134	-39%	-$6.6K	﹤0.01%	535
2019 Q3	$17K	Buy	347 +3	+0.9%	+$148	0.01%	463
2019 Q2	$16K	Buy	+344	New	+$16.8K	0.01%	471

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

Ellis Investment Partners's VTIP Position: Q4 2022 in Review

Ellis Investment Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 973 shares — an estimated $46K sold.

Ellis Investment Partners first reported a position in VTIP in Q2 2019 and held it in 14 quarters. The position peaked at $46K in Q3 2022. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Ellis Investment Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 973 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $46K.
Ellis Investment Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and held it in 14 quarters.
Ellis Investment Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $46K in Q3 2022.
813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.