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

Financial Perspectives’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	-9,673	Closed	-$461K	–	704
2022 Q3	$465K	Hold	9,673	–	–	0.26%	58
2022 Q2	$485K	Hold	9,673	–	–	0.27%	56
2022 Q1	$495K	Buy	+9,673	New	+$496K	0.23%	64

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Financial Perspectives's VTIP Position: Q4 2022 in Review

Financial Perspectives sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 9,673 shares — an estimated $461K sold.

Financial Perspectives first reported a position in VTIP in Q1 2022 and held it in 3 quarters. The position peaked at $495K in Q1 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Financial Perspectives reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Financial Perspectives sold 9,673 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $461K.
Financial Perspectives first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 3 quarters.
Financial Perspectives's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $495K in Q1 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Financial Perspectives's 13F filing for Q4 2022, filed 10 Jan 2024.