Laurel Wealth Advisors (California)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Laurel Wealth Advisors (California)’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	$424K	Sell	9,084 -63,323	-87%	-$3.02M	0.04%	398
2022 Q3	$3.48M	Sell	72,407 -9,265	-11%	-$459K	0.37%	70
2022 Q2	$4.09M	Sell	81,672 -96,573	-54%	-$4.89M	0.42%	60
2022 Q1	$9.13M	Buy	178,245 +26,195	+17%	+$1.34M	0.75%	24
2021 Q4	$7.82M	Buy	+152,050	New	+$7.91M	0.6%	28
2021 Q3	–	Sell	-4,153	Closed	-$217K	–	509
2021 Q2	$217K	Buy	+4,153	New	+$216K	0.03%	476

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

Laurel Wealth Advisors (California)'s VTIP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 87% in Q4 2022, selling an estimated $3.02M and leaving 9,084 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #398.

Laurel Wealth Advisors (California) first reported a position in VTIP in Q2 2021 and has held it in 6 quarters since. The position peaked at $9.13M in Q1 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Laurel Wealth Advisors (California) held 9,084 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $424K as of Q4 2022.
Laurel Wealth Advisors (California) sold 63,323 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $3.02M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #398 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 6 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.13M 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 Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.