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

KCM Investment 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 Q4	–	Sell	-34,300	Closed	-$1.65M	–	398
2022 Q3	$1.65M	Hold	34,300	–	–	0.08%	164
2022 Q2	$1.72M	Sell	34,300 -63	-0.2%	-$3.19K	0.08%	168
2022 Q1	$1.76M	Buy	+34,363	New	+$1.76M	0.06%	179

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

KCM Investment Advisors's VTIP Position: Q4 2022 in Review

KCM Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 34,300 shares — an estimated $1.65M sold.

KCM Investment Advisors first reported a position in VTIP in Q1 2022 and held it in 3 quarters. The position peaked at $1.76M in Q1 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

KCM Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
KCM Investment Advisors sold 34,300 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $1.65M.
KCM Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 3 quarters.
KCM Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.76M 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 KCM Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.