Integrated Investment Consultants’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Integrated Investment Consultants’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 Q3	–	Sell	-11,256	Closed	-$534K	–	277
2023 Q2	$534K	Buy	11,256 +170	+2%	+$8.1K	0.17%	97
2023 Q1	$530K	Buy	11,086 +289	+3%	+$13.6K	0.17%	97
2022 Q4	$504K	Buy	10,797 +258	+2%	+$12.3K	0.17%	91
2022 Q3	$507K	Buy	10,539 +332	+3%	+$16.4K	0.2%	76
2022 Q2	$512K	Sell	10,207 -13,246	-56%	-$670K	0.19%	78
2022 Q1	$1.2M	Buy	23,453 +7,264	+45%	+$373K	0.33%	45
2021 Q4	$832K	Buy	16,189 +234	+1%	+$12.2K	0.22%	77
2021 Q3	$839K	Buy	15,955 +7,727	+94%	+$405K	0.25%	69
2021 Q2	$431K	Buy	8,228 +269	+3%	+$14K	0.13%	147
2021 Q1	$410K	Buy	+7,959	New	+$409K	0.14%	138

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Integrated Investment Consultants's VTIP Position: Q3 2023 in Review

Integrated Investment Consultants sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 11,256 shares — an estimated $534K sold.

Integrated Investment Consultants first reported a position in VTIP in Q1 2021 and held it in 10 quarters. The position peaked at $1.2M in Q1 2022. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Integrated Investment Consultants reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Integrated Investment Consultants sold 11,256 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $534K.
Integrated Investment Consultants first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 10 quarters.
Integrated Investment Consultants's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.2M in Q1 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Integrated Investment Consultants's 13F filing for Q3 2023, filed 17 Oct 2023.