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Newman Dignan & Sheerar Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Newman Dignan & Sheerar Inc’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
-8,719
Closed -$417K – 195
2023
Q1 		$417K Hold
8,719
– – 0.13% 121
2022
Q4 		$407K Buy
8,719
+354
+4% +$16.9K 0.13% 121
2022
Q3 		$402K Buy
8,365
+43
+0.5% +$2.13K 0.06% 123
2022
Q2 		$417K Buy
8,322
+78
+0.9% +$3.95K 0.14% 122
2022
Q1 		$422K Hold
8,244
– – 0.08% 121
2021
Q4 		$424K Buy
8,244
+278
+3% +$14.5K 0.13% 123
2021
Q3 		$419K Buy
7,966
+71
+0.9% +$3.72K 0.12% 120
2021
Q2 		$414K Hold
7,895
– – 0.14% 119
2021
Q1 		$407K Buy
7,895
+14
+0.2% +$720 0.15% 117
2020
Q4 		$403K Buy
7,881
+92
+1% +$4.68K 0.06% 109
2020
Q3 		$397K Buy
7,789
+982
+14% +$49.8K 0.17% 108
2020
Q2 		$344K Buy
6,807
+498
+8% +$24.7K 0.15% 110
2020
Q1 		$313K Hold
6,309
– – 0.16% 113
2019
Q4 		$311K Buy
6,309
+43
+0.7% +$2.12K 0.03% 130
2019
Q3 		$307K Buy
6,266
+54
+0.9% +$2.67K 0.14% 121
2019
Q2 		$306K Sell
6,212
-786
-11% -$38.5K 0.14% 130
2019
Q1 		$341K Buy
+6,998
New +$338K 0.14% 113
2018
Q4 		– Sell
-8,642
Closed -$4.17M – 151
2018
Q3 		$4.17M Buy
8,642
+82
+1% +$4K 1.83% 14
2018
Q2 		$418K Buy
8,560
+45
+0.5% +$2.2K 0.03% 111
2018
Q1 		$417K Buy
8,515
+113
+1% +$5.5K 0.21% 109
2017
Q4 		$410K Hold
8,402
– – 0.21% 113
2017
Q3 		$415K Sell
8,402
-4,194
-33% -$207K 0.22% 108
2017
Q2 		$620K Hold
12,596
– – 0.34% 83
2017
Q1 		$623K Hold
12,596
– – 0.28% 80
2016
Q4 		$619K Buy
12,596
+2,102
+20% +$104K 0.38% 77
2016
Q3 		$521K Buy
10,494
+4,033
+62% +$199K 0.33% 85
2016
Q2 		$320K Buy
+6,461
New +$317K 0.2% 114

Other funds holding VTIP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Newman Dignan & Sheerar Inc's VTIP Position: Q2 2023 in Review

Newman Dignan & Sheerar Inc sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 8,719 shares — an estimated $417K sold.

Newman Dignan & Sheerar Inc first reported a position in VTIP in Q2 2016 and held it in 27 quarters. The position peaked at $4.17M in Q3 2018. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

  • Newman Dignan & Sheerar Inc reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 8,719 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $417K.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and held it in 27 quarters.
  • Newman Dignan & Sheerar Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.17M in Q3 2018.
  • 766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2023, filed 2 Aug 2023.