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

Mascoma Wealth Management’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	-280	Closed	-$13.1K	–	629
2022 Q4	$13.1K	Hold	280	–	–	﹤0.01%	372
2022 Q3	$13K	Hold	280	–	–	﹤0.01%	377
2022 Q2	$14K	Buy	+280	New	+$14.2K	﹤0.01%	386

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

Mascoma Wealth Management's VTIP Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 280 shares — an estimated $13.1K sold.

Mascoma Wealth Management first reported a position in VTIP in Q2 2022 and held it in 3 quarters. The position peaked at $14K in Q2 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Mascoma Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 280 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $13.1K.
Mascoma Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 3 quarters.
Mascoma Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14K 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 Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.