Leading Edge Financial Planning’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Leading Edge Financial Planning’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	-8,951	Closed	-$423K	–	73
2023 Q3	$423K	Sell	8,951 -760	-8%	-$35.9K	0.27%	40
2023 Q2	$460K	Sell	9,711 -3,685	-28%	-$176K	0.3%	33
2023 Q1	$641K	Sell	13,396 -2,594	-16%	-$122K	0.46%	32
2022 Q4	$747K	Buy	+15,990	New	+$762K	0.65%	27

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

Leading Edge Financial Planning's VTIP Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 8,951 shares — an estimated $423K sold.

Leading Edge Financial Planning first reported a position in VTIP in Q4 2022 and held it in 4 quarters. The position peaked at $747K in Q4 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Leading Edge Financial Planning reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Leading Edge Financial Planning sold 8,951 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $423K.
Leading Edge Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 4 quarters.
Leading Edge Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $747K in Q4 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.