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

LWS 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
Q1 		– Sell
-4,979
Closed -$233K – 61
2022
Q4 		$233K Buy
+4,979
New +$237K 0.1% 56

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LWS Wealth Advisors's VTIP Position: Q1 2023 in Review

LWS Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 4,979 shares — an estimated $233K sold.

LWS Wealth Advisors first reported a position in VTIP in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

  • LWS Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
  • LWS Wealth Advisors sold 4,979 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $233K.
  • LWS Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 1 quarter.
  • LWS Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $233K in Q4 2022.
  • 777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on LWS Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.