Indie Asset Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Indie Asset Partners’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	-114,161	Closed	-$5.49M	–	92
2022 Q3	$5.49M	Sell	114,161 -49,460	-30%	-$2.45M	5.63%	3
2022 Q2	$8.2M	Sell	163,621 -16,160	-9%	-$817K	7.24%	3
2022 Q1	$9.21M	Buy	179,781 +91,950	+105%	+$4.72M	6.92%	3
2021 Q4	$4.51M	Buy	87,831 +52,336	+147%	+$2.72M	3.28%	4
2021 Q3	$1.87M	Buy	35,495 +13,645	+62%	+$716K	1.51%	11
2021 Q2	$1.15M	Buy	21,850 +600	+3%	+$31.3K	0.93%	13
2021 Q1	$1.09M	Buy	+21,250	New	+$1.09M	1.25%	13

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

Indie Asset Partners's VTIP Position: Q4 2022 in Review

Indie Asset Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 114,161 shares — an estimated $5.49M sold.

Indie Asset Partners first reported a position in VTIP in Q1 2021 and held it in 7 quarters. The position peaked at $9.21M in Q1 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Indie Asset Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Indie Asset Partners sold 114,161 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $5.49M.
Indie Asset Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 7 quarters.
Indie Asset Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.21M in Q1 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Indie Asset Partners's 13F filing for Q4 2022, filed 1 Feb 2023.