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

Endurance 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
2023 Q2	$5K	Hold	98	–	–	﹤0.01%	549
2023 Q1	$5K	Hold	98	–	–	﹤0.01%	553
2022 Q4	$5K	Hold	98	–	–	﹤0.01%	532
2022 Q3	$5K	Sell	98 -232	-70%	-$11.5K	﹤0.01%	521
2022 Q2	$17K	Hold	330	–	–	﹤0.01%	436
2022 Q1	$17K	Buy	+330	New	+$16.9K	﹤0.01%	467

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HWA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Endurance Wealth Management's VTIP Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2023 at 98 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Endurance Wealth Management first reported a position in VTIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $17K in Q2 2022. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Endurance Wealth Management held 98 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5K as of Q2 2023.
Endurance Wealth Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #549 holding.
Endurance Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 6 quarters since.
Endurance Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $17K in Q2 2022.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.