Moody National Bank Trust Division’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Moody National Bank Trust Division’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	–	Sell	-27,896	Closed	-$1.4M	–	594
2022 Q2	$1.4M	Hold	27,896	–	–	0.15%	118
2022 Q1	$1.43M	Buy	27,896 +13,896	+99%	+$713K	0.04%	158
2021 Q4	$720K	Hold	14,000	–	–	0.02%	248
2021 Q3	$736K	Hold	14,000	–	–	0.01%	295
2021 Q2	$734K	Buy	+14,000	New	+$730K	0.02%	294

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Moody National Bank Trust Division's VTIP Position: Q3 2022 in Review

Moody National Bank Trust Division sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 27,896 shares — an estimated $1.4M sold.

Moody National Bank Trust Division first reported a position in VTIP in Q2 2021 and held it in 5 quarters. The position peaked at $1.43M in Q1 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Moody National Bank Trust Division reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Moody National Bank Trust Division sold 27,896 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $1.4M.
Moody National Bank Trust Division first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 5 quarters.
Moody National Bank Trust Division's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.43M 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 Moody National Bank Trust Division's 13F filing for Q3 2022, filed 5 Oct 2022.