Elmwood Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Elmwood Wealth Management’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	-55,399	Closed	-$2.67M	–	122
2022 Q3	$2.67M	Sell	55,399 -14,920	-21%	-$739K	1.33%	16
2022 Q2	$3.52M	Buy	70,319 +1,550	+2%	+$78.4K	2%	10
2022 Q1	$3.52M	Buy	68,769 +1,595	+2%	+$81.8K	1.8%	11
2021 Q4	$3.45M	Buy	+67,174	New	+$3.5M	1.65%	12
2021 Q2	$3M	Buy	57,269 +29,980	+110%	+$1.56M	1.58%	12
2021 Q1	$1.41M	Buy	+27,289	New	+$1.4M	0.86%	45
2020 Q3	$144K	Hold	2,879	–	–	0.12%	97
2020 Q2	$144K	Sell	2,879 -3,115	-52%	-$155K	0.12%	97
2020 Q1	$293K	Buy	+5,994	New	+$294K	0.28%	75
2019 Q3	–	Sell	-2,285	Closed	-$113K	–	285
2019 Q2	$113K	Buy	2,285 +72	+3%	+$3.53K	0.1%	102
2019 Q1	$108K	Sell	2,213 -3,772	-63%	-$182K	0.1%	101
2018 Q4	$287K	Buy	5,985 +16	+0.3%	+$770	0.28%	81
2018 Q3	$289K	Sell	5,969 -8	-0.1%	-$391	0.24%	82
2018 Q2	$292K	Sell	5,977 -17	-0.3%	-$831	0.27%	80
2018 Q1	$293K	Buy	+5,994	New	+$292K	0.28%	75

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

Elmwood Wealth Management's VTIP Position: Q4 2022 in Review

Elmwood Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 55,399 shares — an estimated $2.67M sold.

Elmwood Wealth Management first reported a position in VTIP in Q1 2018 and held it in 15 quarters. The position peaked at $3.52M in Q2 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Elmwood Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Elmwood Wealth Management sold 55,399 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $2.67M.
Elmwood Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 15 quarters.
Elmwood Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.52M in Q2 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Elmwood Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.