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

Lenox Wealth 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	$3.78M	Buy	74,784 +28	+0%	+$1.44K	0.47%	19
2021 Q4	$3.84M	Buy	74,756 +2,193	+3%	+$114K	0.46%	20
2021 Q3	$3.81M	Sell	72,563 -693	-0.9%	-$36.4K	0.49%	18
2021 Q2	$3.84M	Sell	73,256 -1,609	-2%	-$83.9K	0.49%	19
2021 Q1	$3.86M	Buy	74,865 +684	+0.9%	+$35.2K	0.53%	20
2020 Q4	$3.79M	Sell	74,181 -2,572	-3%	-$131K	0.54%	20
2020 Q3	$3.92M	Buy	76,753 +2,721	+4%	+$138K	0.59%	22
2020 Q2	$3.71M	Sell	74,032 -4,049	-5%	-$201K	0.59%	19
2020 Q1	$3.8M	Sell	78,081 -1,569	-2%	-$77K	0.71%	18
2019 Q4	$3.92M	Sell	79,650 -1,297	-2%	-$63.9K	0.61%	18
2019 Q3	$3.97M	Buy	80,947 +1,823	+2%	+$90.1K	0.66%	17
2019 Q2	$3.9M	Buy	79,124 +2,507	+3%	+$123K	0.68%	14
2019 Q1	$3.73M	Buy	76,617 +5,768	+8%	+$278K	0.7%	13
2018 Q4	$3.4M	Buy	70,849 +23,780	+51%	+$1.14M	0.72%	13
2018 Q3	$2.28M	Buy	47,069 +36,371	+340%	+$1.78M	0.46%	18
2018 Q2	$523K	Buy	10,698 +64	+0.6%	+$3.13K	0.12%	27
2018 Q1	$520K	Buy	10,634 +10,009	+1,601%	+$488K	0.12%	27
2017 Q4	$31K	Hold	625	–	–	0.01%	122
2017 Q3	$31K	Buy	+625	New	+$30.9K	0.01%	61

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

Lenox Wealth Advisors's VTIP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.04% in Q1 2022, buying an estimated $1.44K and bringing the position to 74,784 shares worth $3.78M. The position accounts for 0.47% of the portfolio, ranked #19.

Lenox Wealth Advisors first reported a position in VTIP in Q3 2017 and has held it in 19 quarters since. The position peaked at $3.97M in Q3 2019. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Lenox Wealth Advisors held 74,784 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.78M as of Q1 2022.
Lenox Wealth Advisors bought 28 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $1.44K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.47% of Lenox Wealth Advisors's portfolio in Q1 2022, its #19 holding.
Lenox Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2017 and has held it in 19 quarters since.
Lenox Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.97M in Q3 2019.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.