Insight Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Insight Advisors’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 Q2	–	Sell	-4,773	Closed	-$244K	–	333
2022 Q1	$244K	Sell	4,773 -3,035	-39%	-$156K	0.07%	278
2021 Q4	$401K	Sell	7,808 -42	-0.5%	-$2.19K	0.12%	209
2021 Q3	$410K	Buy	7,850 +1,661	+27%	+$87.1K	0.12%	205
2021 Q2	$325K	Buy	+6,189	New	+$323K	0.1%	235

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Advisors's VTIP Position: Q2 2022 in Review

Insight Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 4,773 shares — an estimated $244K sold.

Insight Advisors first reported a position in VTIP in Q2 2021 and held it in 4 quarters. The position peaked at $410K in Q3 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Insight Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Insight Advisors sold 4,773 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $244K.
Insight Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 4 quarters.
Insight Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $410K in Q3 2021.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Insight Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.