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

Lumature Wealth 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
2023 Q2	$10.5K	Sell	221 -362	-62%	-$17.3K	0.01%	311
2023 Q1	$27.9K	Sell	583 -5,185	-90%	-$244K	0.02%	255
2022 Q4	$269K	Sell	5,768 -224,862	-97%	-$10.7M	0.15%	112
2022 Q3	$11.1M	Buy	230,630 +7,005	+3%	+$347K	5.94%	2
2022 Q2	$11.2M	Buy	+223,625	New	+$11.3M	4.99%	2

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

HWA

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

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

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

EWM

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

Lumature Wealth Partners's VTIP Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 62% in Q2 2023, selling an estimated $17.3K and leaving 221 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #311.

Lumature Wealth Partners first reported a position in VTIP in Q2 2022 and has held it in 5 quarters since. The position peaked at $11.2M in Q2 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Lumature Wealth Partners held 221 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.5K as of Q2 2023.
Lumature Wealth Partners sold 362 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $17.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #311 holding.
Lumature Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 5 quarters since.
Lumature Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.2M in Q2 2022.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.