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

Monterey Private 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
2023 Q2	–	Sell	-6,848	Closed	-$327K	–	110
2023 Q1	$327K	Sell	6,848 -338	-5%	-$15.9K	0.17%	69
2022 Q4	$336K	Buy	7,186 +151	+2%	+$7.2K	0.18%	66
2022 Q3	$340K	Buy	7,035 +481	+7%	+$23.8K	0.2%	63
2022 Q2	$328K	Buy	6,554 +1,692	+35%	+$85.6K	0.19%	65
2022 Q1	$250K	Buy	+4,862	New	+$249K	0.12%	98

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Monterey Private Wealth's VTIP Position: Q2 2023 in Review

Monterey Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 6,848 shares — an estimated $327K sold.

Monterey Private Wealth first reported a position in VTIP in Q1 2022 and held it in 5 quarters. The position peaked at $340K in Q3 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Monterey Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Monterey Private Wealth sold 6,848 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $327K.
Monterey Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 5 quarters.
Monterey Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $340K in Q3 2022.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Monterey Private Wealth's 13F filing for Q2 2023, filed 11 Jul 2023.