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

Elm 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 Q1	$502K	Sell	9,795 -3,790	-28%	-$194K	0.68%	30
2021 Q4	$698K	Buy	13,585 +1,301	+11%	+$67.7K	0.39%	47
2021 Q3	$646K	Buy	12,284 +2,789	+29%	+$146K	0.39%	48
2021 Q2	$498K	Buy	9,495 +1,075	+13%	+$56K	0.29%	57
2021 Q1	$434K	Buy	8,420 +2,405	+40%	+$124K	0.27%	59
2020 Q4	$307K	Buy	6,015 +395	+7%	+$20.1K	0.19%	63
2020 Q3	$287K	Buy	5,620 +270	+5%	+$13.7K	0.2%	67
2020 Q2	$268K	Hold	5,350	–	–	0.19%	70
2020 Q1	$261K	Buy	5,350 +720	+16%	+$35.3K	0.21%	66
2019 Q4	$228K	Hold	4,630	–	–	0.14%	83
2019 Q3	$227K	Buy	4,630 +60	+1%	+$2.96K	0.15%	79
2019 Q2	$225K	Buy	4,570 +280	+7%	+$13.7K	0.15%	80
2019 Q1	$209K	Buy	+4,290	New	+$207K	0.15%	84
2018 Q4	–	Sell	-4,015	Closed	-$194K	–	263
2018 Q3	$194K	Buy	+4,015	New	+$196K	0.13%	84

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elm Advisors's VTIP Position: Q1 2022 in Review

Elm Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 28% in Q1 2022, selling an estimated $194K and leaving 9,795 shares worth $502K. The position accounts for 0.68% of the portfolio, ranked #30.

Elm Advisors first reported a position in VTIP in Q3 2018 and has held it in 14 quarters since. The position peaked at $698K in Q4 2021. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Elm Advisors held 9,795 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $502K as of Q1 2022.
Elm Advisors sold 3,790 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $194K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.68% of Elm Advisors's portfolio in Q1 2022, its #30 holding.
Elm Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and has held it in 14 quarters since.
Elm Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $698K in Q4 2021.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.