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

First Personal 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 Q2	–	Sell	-83	Closed	-$3.97K	–	410
2023 Q1	$3.97K	Buy	+83	New	+$3.91K	﹤0.01%	366
2015 Q1	–	Sell	-951	Closed	-$45K	–	597
2014 Q4	$45K	Buy	+951	New	+$46.8K	0.03%	163

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

First Personal Financial Services's VTIP Position: Q2 2023 in Review

First Personal Financial Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 83 shares — an estimated $3.97K sold.

First Personal Financial Services first reported a position in VTIP in Q4 2014 and held it in 2 quarters. The position peaked at $45K in Q4 2014. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

First Personal Financial Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
First Personal Financial Services sold 83 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $3.97K.
First Personal Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and held it in 2 quarters.
First Personal Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $45K in Q4 2014.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.