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

Moulton Wealth Management’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
2021 Q3	–	Sell	-213,884	Closed	-$11.2M	–	39
2021 Q2	$11.2M	Buy	213,884 +51,543	+32%	+$2.69M	8.18%	3
2021 Q1	$8.37M	Buy	+162,341	New	+$8.35M	6.32%	3

Other funds holding VTIP

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

Moulton Wealth Management's VTIP Position: Q3 2021 in Review

Moulton Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2021, closing a stake of 213,884 shares — an estimated $11.2M sold.

Moulton Wealth Management first reported a position in VTIP in Q1 2021 and held it in 2 quarters. The position peaked at $11.2M in Q2 2021. 614 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

Moulton Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2021 after selling out during the quarter.
Moulton Wealth Management sold 213,884 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $11.2M.
Moulton Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 2 quarters.
Moulton Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.2M in Q2 2021.
614 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on Moulton Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.