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

McDonald 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
2022 Q3	–	Sell	-12,841	Closed	-$644K	–	292
2022 Q2	$644K	Sell	12,841 -150	-1%	-$7.59K	0.16%	160
2022 Q1	$665K	Buy	+12,991	New	+$666K	0.15%	169
2021 Q4	–	Sell	-9,272	Closed	-$488K	–	722
2021 Q3	$488K	Buy	9,272 +1,430	+18%	+$75K	0.11%	193
2021 Q2	$411K	Buy	7,842 +1,225	+19%	+$63.8K	0.1%	207
2021 Q1	$341K	Buy	6,617 +300	+5%	+$15.4K	0.09%	225
2020 Q4	$323K	Buy	+6,317	New	+$321K	0.09%	215

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

McDonald Partners's VTIP Position: Q3 2022 in Review

McDonald Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 12,841 shares — an estimated $644K sold.

McDonald Partners first reported a position in VTIP in Q4 2020 and held it in 6 quarters. The position peaked at $665K in Q1 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

McDonald Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 12,841 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $644K.
McDonald Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 6 quarters.
McDonald Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $665K in Q1 2022.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.