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Middleton & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Middleton & Co’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
Q3 		– Sell
-4,888
Closed -$232K – 156
2023
Q2 		$232K Buy
+4,888
New +$233K 0.03% 145
2023
Q1 		– Sell
-4,980
Closed -$233K – 157
2022
Q4 		$233K Sell
4,980
-262
-5% -$12.5K 0.03% 147
2022
Q3 		$252K Buy
+5,242
New +$260K 0.04% 137

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Middleton & Co's VTIP Position: Q3 2023 in Review

Middleton & Co sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 4,888 shares — an estimated $232K sold.

Middleton & Co first reported a position in VTIP in Q3 2022 and held it in 3 quarters. The position peaked at $252K in Q3 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

  • Middleton & Co reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
  • Middleton & Co sold 4,888 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $232K.
  • Middleton & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 3 quarters.
  • Middleton & Co's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $252K in Q3 2022.
  • 731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Middleton & Co's 13F filing for Q3 2023, filed 26 Oct 2023.