IEQ Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

IEQ Capital’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	-18,861	Closed	-$907K	–	897
2022 Q3	$907K	Sell	18,861 -24	-0.1%	-$1.19K	0.02%	385
2022 Q2	$947K	Buy	18,885 +65	+0.3%	+$3.29K	0.03%	317
2022 Q1	$964K	Buy	18,820 +1,894	+11%	+$97.1K	0.02%	339
2021 Q4	$870K	Buy	16,926 +105	+0.6%	+$5.46K	0.02%	336
2021 Q3	$884K	Sell	16,821 -75	-0.4%	-$3.93K	0.02%	316
2021 Q2	$886K	Sell	16,896 -24	-0.1%	-$1.25K	0.03%	274
2021 Q1	$872K	Buy	16,920 +25	+0.1%	+$1.28K	0.04%	220
2020 Q4	$863K	Buy	16,895 +6	+0%	+$305	0.04%	170
2020 Q3	$862K	Hold	16,889	–	–	0.05%	187
2020 Q2	$847K	Buy	16,889 +79	+0.5%	+$3.93K	0.06%	162
2020 Q1	$819K	Hold	16,810	–	–	0.07%	162
2019 Q4	$828K	Buy	+16,810	New	+$828K	0.07%	166

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

IEQ Capital's VTIP Position: Q4 2022 in Review

IEQ Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 18,861 shares — an estimated $907K sold.

IEQ Capital first reported a position in VTIP in Q4 2019 and held it in 12 quarters. The position peaked at $964K in Q1 2022. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

IEQ Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
IEQ Capital sold 18,861 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $907K.
IEQ Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 12 quarters.
IEQ Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $964K in Q1 2022.
813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on IEQ Capital's 13F filing for Q4 2022, filed 6 Feb 2023.