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

Litman Gregory 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
2023
Q2 		– Sell
-975,253
Closed -$47M – 111
2023
Q1 		$47M Buy
+975,253
New +$45.9M 17.49% 2

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Litman Gregory Wealth Management's VTIP Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 975,253 shares — an estimated $47M sold.

Litman Gregory Wealth Management first reported a position in VTIP in Q1 2023 and held it in 1 quarter. The position peaked at $47M in Q1 2023. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 975,253 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $47M.
  • Litman Gregory Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $47M in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.