Monumental Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Monumental Financial Group’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 Q1	–	Sell	-6,600	Closed	-$339K	–	59
2021 Q4	$339K	Buy	+6,600	New	+$343K	0.24%	21
2021 Q3	–	Sell	-1,000	Closed	-$52K	–	92
2021 Q2	$52K	Buy	+1,000	New	+$52.1K	0.04%	42

Other funds holding VTIP

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

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Monumental Financial Group's VTIP Position: Q1 2022 in Review

Monumental Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 6,600 shares — an estimated $339K sold.

Monumental Financial Group first reported a position in VTIP in Q2 2021 and held it in 2 quarters. The position peaked at $339K in Q4 2021. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Monumental Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
Monumental Financial Group sold 6,600 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $339K.
Monumental Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 2 quarters.
Monumental Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $339K in Q4 2021.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Monumental Financial Group's 13F filing for Q1 2022, filed 11 May 2022.