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

Long Run 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
2023 Q3	–	Sell	-50,712	Closed	-$2.4M	–	94
2023 Q2	$2.4M	Sell	50,712 -477,169	-90%	-$22.7M	0.77%	36
2023 Q1	$25.2M	Buy	527,881 +15,440	+3%	+$727K	8.59%	1
2022 Q4	$23.9M	Buy	512,441 +16,278	+3%	+$776K	8.61%	1
2022 Q3	$23.9M	Sell	496,163 -7,222	-1%	-$358K	9.46%	1
2022 Q2	$25.2M	Sell	503,385 -1,302	-0.3%	-$65.9K	9.77%	2
2022 Q1	$25.8M	Buy	504,687 +151,617	+43%	+$7.78M	9.03%	2
2021 Q4	$18.1M	Buy	+353,070	New	+$18.4M	6.31%	2

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Long Run Wealth Advisors's VTIP Position: Q3 2023 in Review

Long Run Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 50,712 shares — an estimated $2.4M sold.

Long Run Wealth Advisors first reported a position in VTIP in Q4 2021 and held it in 7 quarters. The position peaked at $25.8M in Q1 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Long Run Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 50,712 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $2.4M.
Long Run Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 7 quarters.
Long Run Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25.8M in Q1 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Long Run Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.