ERn Financial LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

ERn Financial LLC’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 Q1	–	Sell	-136,684	Closed	-$6.38M	–	179
2022 Q4	$6.38M	Buy	136,684 +6,459	+5%	+$308K	1.46%	20
2022 Q3	$6.26M	Buy	130,225 +2,871	+2%	+$142K	1.6%	17
2022 Q2	$6.38M	Sell	127,354 -52,335	-29%	-$2.65M	1.56%	18
2022 Q1	$9.2M	Buy	179,689 +108,219	+151%	+$5.55M	2.04%	17
2021 Q4	$3.67M	Buy	+71,470	New	+$3.72M	0.82%	41

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ERn Financial LLC's VTIP Position: Q1 2023 in Review

ERn Financial LLC sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 136,684 shares — an estimated $6.38M sold.

ERn Financial LLC first reported a position in VTIP in Q4 2021 and held it in 5 quarters. The position peaked at $9.2M in Q1 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

ERn Financial LLC reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
ERn Financial LLC sold 136,684 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $6.38M.
ERn Financial LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 5 quarters.
ERn Financial LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.2M in Q1 2022.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on ERn Financial LLC's 13F filing for Q1 2023, filed 10 May 2023.