Householder Group Estate & Retirement Specialist’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Householder Group Estate & Retirement Specialist’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	$37K	Buy	+782	New	+$36.8K	0.01%	505
2022 Q4	–	Sell	-1,232	Closed	-$59K	–	1142
2022 Q3	$59K	Buy	+1,232	New	+$61K	0.02%	366

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VTIP Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023: 782 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in VTIP as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in VTIP in Q3 2022 and has held it in 2 quarters since. The position peaked at $59K in Q3 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Householder Group Estate & Retirement Specialist held 782 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $37K as of Q1 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #505 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 2 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $59K in Q3 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.