Howe & Rusling’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Howe & Rusling’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	–	Sell	-2,154	Closed	-$104K	–	1033
2022 Q3	$104K	Buy	2,154 +797	+59%	+$39.5K	0.01%	252
2022 Q2	$68K	Buy	+1,357	New	+$68.6K	0.01%	281
2017 Q3	–	Sell	-548	Closed	-$27K	–	977
2017 Q2	$27K	Buy	+548	New	+$27.1K	0.01%	341
2016 Q2	–	Sell	-171	Closed	-$8K	–	1053
2016 Q1	$8K	Buy	+171	New	+$8.29K	﹤0.01%	580

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

HWA

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

Howe & Rusling's VTIP Position: Q4 2022 in Review

Howe & Rusling sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 2,154 shares — an estimated $104K sold.

Howe & Rusling first reported a position in VTIP in Q1 2016 and held it in 4 quarters. The position peaked at $104K in Q3 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Howe & Rusling reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 2,154 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $104K.
Howe & Rusling first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and held it in 4 quarters.
Howe & Rusling's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $104K in Q3 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.