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

Latitude 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 Q1	–	Sell	-22,490	Closed	-$1.16M	–	363
2021 Q4	$1.16M	Buy	22,490 +803	+4%	+$41.8K	0.32%	58
2021 Q3	$1.14M	Sell	21,687 -1,943	-8%	-$102K	0.36%	48
2021 Q2	$1.24M	Buy	23,630 +9,685	+69%	+$505K	0.92%	19
2021 Q1	$719K	Buy	13,945 +6,172	+79%	+$317K	0.59%	36
2020 Q4	$397K	Buy	+7,773	New	+$396K	0.35%	68

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Latitude Advisors's VTIP Position: Q1 2022 in Review

Latitude Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 22,490 shares — an estimated $1.16M sold.

Latitude Advisors first reported a position in VTIP in Q4 2020 and held it in 5 quarters. The position peaked at $1.24M in Q2 2021. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Latitude Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
Latitude Advisors sold 22,490 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $1.16M.
Latitude Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 5 quarters.
Latitude Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.24M in Q2 2021.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Latitude Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.