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Life Planning Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Life Planning Partners’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
Q3 		$3.03K Hold
63
– – ﹤0.01% 158
2022
Q2 		$3K Hold
63
– – ﹤0.01% 159
2022
Q1 		$3K Buy
+63
New +$3.23K ﹤0.01% 164

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Life Planning Partners's VTIP Position: Q3 2022 in Review

Life Planning Partners held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2022 at 63 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Life Planning Partners first reported a position in VTIP in Q1 2022 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

  • Life Planning Partners held 63 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.03K as of Q3 2022.
  • Life Planning Partners left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2022.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Life Planning Partners's portfolio in Q3 2022, its #158 holding.
  • Life Planning Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.