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

Milestone Wealth’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 		$25K Hold
513
– – 0.03% 141
2022
Q2 		$26K Sell
513
-1,683
-77% -$85.1K 0.03% 136
2022
Q1 		$113K Hold
2,196
– – 0.09% 79
2021
Q4 		$113K Buy
+2,196
New +$114K 0.09% 79

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Milestone Wealth's VTIP Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2022 at 513 shares worth $25K. The position accounts for 0.03% of the portfolio, ranked #141.

Milestone Wealth first reported a position in VTIP in Q4 2021 and has held it in 4 quarters since. The position peaked at $113K in Q1 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

  • Milestone Wealth held 513 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25K as of Q3 2022.
  • Milestone Wealth left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2022.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Milestone Wealth's portfolio in Q3 2022, its #141 holding.
  • Milestone Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $113K 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 Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.