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MainStreet Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

MainStreet Investment 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
-15,633
Closed -$730K – 193
2022
Q4 		$730K Sell
15,633
-44,229
-74% -$2.11M 0.08% 108
2022
Q3 		$2.88M Hold
59,862
– – 0.35% 71
2022
Q2 		$3M Sell
59,862
-2,502
-4% -$127K 0.34% 71
2022
Q1 		$3.19M Sell
62,364
-1,304
-2% -$66.9K 0.3% 74
2021
Q4 		$3.27M Sell
63,668
-5,766
-8% -$300K 0.29% 75
2021
Q3 		$3.65M Sell
69,434
-12,959
-16% -$680K 0.35% 71
2021
Q2 		$4.32M Sell
82,393
-22,367
-21% -$1.17M 0.37% 73
2021
Q1 		$5.4M Sell
104,760
-23,662
-18% -$1.22M 0.45% 62
2020
Q4 		$6.56M Sell
128,422
-59,905
-32% -$3.05M 0.52% 52
2020
Q3 		$9.61M Buy
188,327
+144,741
+332% +$7.34M 0.75% 35
2020
Q2 		$2.19M Sell
43,586
-43,459
-50% -$2.16M 0.15% 94
2020
Q1 		$4.24M Sell
87,045
-4,860
-5% -$239K 0.52% 46
2019
Q4 		$4.53M Buy
91,905
+73,242
+392% +$3.61M 0.5% 56
2019
Q3 		$915K Sell
18,663
-432
-2% -$21.3K 0.12% 95
2019
Q2 		$942K Sell
19,095
-3,290
-15% -$161K 0.12% 91
2019
Q1 		$1.09M Buy
22,385
+10,959
+96% +$529K 0.15% 77
2018
Q4 		$548K Buy
11,426
+384
+3% +$18.5K 0.08% 101
2018
Q3 		$534K Buy
11,042
+345
+3% +$16.8K 0.07% 114
2018
Q2 		$523K Buy
10,697
+855
+9% +$41.8K 0.08% 108
2018
Q1 		$481K Buy
9,842
+304
+3% +$14.8K 0.07% 110
2017
Q4 		$466K Buy
+9,538
New +$472K 0.07% 117

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $871B AUM 31.28% 1-Year Est. Return

MainStreet Investment Advisors's VTIP Position: Q1 2023 in Review

MainStreet Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 15,633 shares — an estimated $730K sold.

MainStreet Investment Advisors first reported a position in VTIP in Q4 2017 and held it in 21 quarters. The position peaked at $9.61M in Q3 2020. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

  • MainStreet Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
  • MainStreet Investment Advisors sold 15,633 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $730K.
  • MainStreet Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 21 quarters.
  • MainStreet Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.61M in Q3 2020.
  • 776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

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