Heritage Wealth Management (Arizona)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Heritage Wealth Management (Arizona)’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	$219K	Buy	4,690 +2,380	+103%	+$113K	0.03%	323
2022 Q3	$111K	Buy	2,310 +1,810	+362%	+$89.7K	0.04%	313
2022 Q2	$25.1K	Hold	500	–	–	0.01%	505
2022 Q1	$26K	Buy	+500	New	+$25.6K	0.01%	560
2021 Q3	$26K	Hold	500	–	–	0.01%	523
2021 Q2	$26K	Hold	500	–	–	0.01%	527
2021 Q1	$26K	Buy	+500	New	+$25.7K	0.01%	459

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

Heritage Wealth Management (Arizona)'s VTIP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 103% in Q4 2022, buying an estimated $113K and bringing the position to 4,690 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #323.

Heritage Wealth Management (Arizona) first reported a position in VTIP in Q1 2021 and has held it in 7 quarters since. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,690 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $219K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,380 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $113K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #323 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 7 quarters since.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.