Live Oak Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Live Oak Private Wealth’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 Q1	–	Sell	-6,068	Closed	-$283K	–	172
2022 Q4	$283K	Sell	6,068 -4,102	-40%	-$195K	0.06%	135
2022 Q3	$489K	Sell	10,170 -3,358	-25%	-$166K	0.11%	117
2022 Q2	$678K	Buy	13,528 +1,140	+9%	+$57.7K	0.14%	106
2022 Q1	$634K	Hold	12,388	–	–	0.12%	110
2021 Q4	$637K	Hold	12,388	–	–	0.12%	112
2021 Q3	$651K	Hold	12,388	–	–	0.13%	113
2021 Q2	$649K	Buy	12,388 +1,000	+9%	+$52.1K	0.14%	103
2021 Q1	$587K	Buy	11,388 +584	+5%	+$30K	0.14%	102
2020 Q4	$552K	Buy	10,804 +3	+0%	+$153	0.15%	95
2020 Q3	$551K	Hold	10,801	–	–	0.19%	83
2020 Q2	$542K	Buy	+10,801	New	+$537K	0.2%	83

Other funds holding VTIP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Live Oak Private Wealth's VTIP Position: Q1 2023 in Review

Live Oak Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 6,068 shares — an estimated $283K sold.

Live Oak Private Wealth first reported a position in VTIP in Q2 2020 and held it in 11 quarters. The position peaked at $678K in Q2 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Live Oak Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Live Oak Private Wealth sold 6,068 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $283K.
Live Oak Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 11 quarters.
Live Oak Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $678K in Q2 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Live Oak Private Wealth's 13F filing for Q1 2023, filed 8 May 2023.