First Ascent Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

First Ascent Asset 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 Q4	$294K	Buy	6,194 +365	+6%	+$17.3K	0.03%	52
2023 Q3	$276K	Sell	5,829 -704	-11%	-$33.3K	0.04%	50
2023 Q2	$310K	Buy	+6,533	New	+$311K	0.04%	64

Other funds holding VTIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

HWA

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

First Ascent Asset Management's VTIP Position: Q4 2023 in Review

First Ascent Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.3% in Q4 2023, buying an estimated $17.3K and bringing the position to 6,194 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #52.

First Ascent Asset Management first reported a position in VTIP in Q2 2023 and has held it in 3 quarters since. The position peaked at $310K in Q2 2023. 762 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

First Ascent Asset Management held 6,194 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $294K as of Q4 2023.
First Ascent Asset Management bought 365 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $17.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of First Ascent Asset Management's portfolio in Q4 2023, its #52 holding.
First Ascent Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 3 quarters since.
First Ascent Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $310K in Q2 2023.
762 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on First Ascent Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.