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

First Command Financial Services’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	-8	Closed	-$1K	–	413
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	386
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	384
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	436
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	410
2021 Q4	$0	Hold	8	–	–	﹤0.01%	491
2021 Q3	$0	Hold	8	–	–	﹤0.01%	472
2021 Q2	$0	Hold	8	–	–	﹤0.01%	458
2021 Q1	$0	Hold	8	–	–	﹤0.01%	452
2020 Q4	$0	Buy	+8	New	+$407	﹤0.01%	393

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

First Command Financial Services's VTIP Position: Q1 2023 in Review

First Command Financial Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 8 shares — an estimated $1K sold.

First Command Financial Services first reported a position in VTIP in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q4 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

First Command Financial Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
First Command Financial Services sold 8 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $1K.
First Command Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 9 quarters.
First Command Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1K in Q4 2022.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on First Command Financial Services's 13F filing for Q1 2023, filed 14 Apr 2023.