Minot Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Minot Capital’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	-76,324	Closed	-$3.62M	–	20
2023 Q2	$3.62M	Sell	76,324 -75,399	-50%	-$3.59M	0.64%	16
2023 Q1	$7.26M	Sell	151,723 -10,800	-7%	-$509K	1.31%	15
2022 Q4	$7.59M	Hold	162,523	–	–	1.52%	15
2022 Q3	$7.95M	Hold	162,523	–	–	2.16%	14
2022 Q2	$8.15M	Hold	162,523	–	–	1.64%	15
2022 Q1	$8.32M	Sell	162,523 -108,126	-40%	-$5.55M	1.39%	14
2021 Q4	$13.9M	Hold	270,649	–	–	2.24%	10
2021 Q3	$14.2M	Buy	270,649 +41,249	+18%	+$2.16M	2.43%	9
2021 Q2	$12M	Hold	229,400	–	–	2.11%	10
2021 Q1	$11.8M	Buy	+229,400	New	+$11.8M	2.27%	11

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Minot Capital's VTIP Position: Q3 2023 in Review

Minot Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 76,324 shares — an estimated $3.62M sold.

Minot Capital first reported a position in VTIP in Q1 2021 and held it in 10 quarters. The position peaked at $14.2M in Q3 2021. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Minot Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Minot Capital sold 76,324 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $3.62M.
Minot Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 10 quarters.
Minot Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14.2M in Q3 2021.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Minot Capital's 13F filing for Q3 2023, filed 13 Nov 2023.