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

Liberty Wealth Management’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	-1,610	Closed	-$82.8M	–	182
2021 Q4	$82.8M	Sell	1,610 -1,834	-53%	-$95.4K	3.59%	8
2021 Q3	$181K	Buy	+3,444	New	+$181K	0.06%	179
2020 Q4	–	Sell	-2	Closed	–	–	1081
2020 Q3	$0	Hold	2	–	–	﹤0.01%	963
2020 Q2	$0	Hold	2	–	–	﹤0.01%	990
2020 Q1	$0	Sell	2 -47	-96%	-$2.31K	﹤0.01%	1000
2019 Q4	$2K	Buy	49 +1	+2%	+$49	﹤0.01%	790
2019 Q3	$2K	Hold	48	–	–	﹤0.01%	759
2019 Q2	$2K	Buy	+48	New	+$2.35K	﹤0.01%	780

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Wealth Management's VTIP Position: Q1 2022 in Review

Liberty Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 1,610 shares — an estimated $82.8M sold.

Liberty Wealth Management first reported a position in VTIP in Q2 2019 and held it in 8 quarters. The position peaked at $82.8M in Q4 2021. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Liberty Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
Liberty Wealth Management sold 1,610 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $82.8M.
Liberty Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and held it in 8 quarters.
Liberty Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $82.8M in Q4 2021.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.