L.M. Kohn & Company’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

L.M. Kohn & Company’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 Q4	–	Sell	-4,813	Closed	-$228K	–	257
2023 Q3	$228K	Buy	4,813 +3	+0.1%	+$142	0.08%	201
2023 Q2	$228K	Sell	4,810 -264	-5%	-$12.6K	0.09%	200
2023 Q1	$243K	Sell	5,074 -797	-14%	-$37.5K	0.1%	184
2022 Q4	$274K	Sell	5,871 -3,643	-38%	-$174K	0.13%	165
2022 Q3	$458K	Buy	9,514 +543	+6%	+$26.9K	0.22%	108
2022 Q2	$450K	Hold	8,971	–	–	0.21%	122
2022 Q1	$460K	Buy	+8,971	New	+$460K	0.18%	145

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

L.M. Kohn & Company's VTIP Position: Q4 2023 in Review

L.M. Kohn & Company sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 4,813 shares — an estimated $228K sold.

L.M. Kohn & Company first reported a position in VTIP in Q1 2022 and held it in 7 quarters. The position peaked at $460K in Q1 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

L.M. Kohn & Company reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
L.M. Kohn & Company sold 4,813 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $228K.
L.M. Kohn & Company first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 7 quarters.
L.M. Kohn & Company's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $460K in Q1 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on L.M. Kohn & Company's 13F filing for Q4 2023, filed 9 Feb 2024.