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Investment Research & Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Investment Research & Advisory Group’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
-245
Closed -$13K – 195
2022
Q1 		$13K Buy
+245
New +$12.6K 0.01% 146

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Research & Advisory Group's VTIP Position: Q2 2022 in Review

Investment Research & Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 245 shares — an estimated $13K sold.

Investment Research & Advisory Group first reported a position in VTIP in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

  • Investment Research & Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
  • Investment Research & Advisory Group sold 245 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $13K.
  • Investment Research & Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 1 quarter.
  • Investment Research & Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13K in Q1 2022.
  • 807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Investment Research & Advisory Group's 13F filing for Q2 2022, filed 19 Jul 2022.