Frontier Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Frontier Wealth 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
2022 Q2	$711K	Hold	14,196	–	–	0.05%	206
2022 Q1	$719K	Sell	14,196 -400	-3%	-$20.5K	0.01%	209
2021 Q4	$750K	Buy	14,596 +2,419	+20%	+$126K	0.05%	223
2021 Q3	$640K	Buy	+12,177	New	+$639K	0.04%	239

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Frontier Wealth Management's VTIP Position: Q2 2022 in Review

Frontier Wealth Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2022 at 14,196 shares worth $711K. The position accounts for 0.05% of the portfolio, ranked #206.

Frontier Wealth Management first reported a position in VTIP in Q3 2021 and has held it in 4 quarters since. The position peaked at $750K in Q4 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Frontier Wealth Management held 14,196 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $711K as of Q2 2022.
Frontier Wealth Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2022.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #206 holding.
Frontier Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 4 quarters since.
Frontier Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $750K in Q4 2021.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.