Johnson Financial Group Inc (Wisconsin)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-1,537	Closed	-$72.9K	–	707
2023 Q2	$72.9K	Buy	1,537 +18	+1%	+$858	0.01%	364
2023 Q1	$72.6K	Sell	1,519 -546	-26%	-$25.7K	0.01%	362
2022 Q4	$96.5K	Buy	2,065 +9	+0.4%	+$429	0.01%	297
2022 Q3	$99K	Buy	2,056 +62	+3%	+$3.07K	0.01%	295
2022 Q2	$100K	Sell	1,994 -47,975	-96%	-$2.43M	0.01%	319
2022 Q1	$2.56M	Sell	49,969 -10,623	-18%	-$545K	0.18%	53
2021 Q4	$3.11M	Buy	60,592 +6,600	+12%	+$343K	0.2%	54
2021 Q3	$2.84M	Buy	53,992 +43,800	+430%	+$2.3M	0.19%	54
2021 Q2	$534K	Buy	10,192 +10,000	+5,208%	+$521K	0.03%	178
2021 Q1	$10K	Buy	+192	New	+$9.87K	﹤0.01%	552

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

Johnson Financial Group Inc (Wisconsin)'s VTIP Position: Q3 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 1,537 shares — an estimated $72.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VTIP in Q1 2021 and held it in 10 quarters. The position peaked at $3.11M in Q4 2021. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,537 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $72.9K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.11M in Q4 2021.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2023, filed 14 Nov 2023.