Northwest Investment Counselors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Northwest Investment Counselors’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 Q4	–	Sell	-101	Closed	-$4.76K	–	529
2023 Q3	$4.76K	Buy	+101	New	+$4.77K	﹤0.01%	444
2022 Q4	–	Sell	-142	Closed	-$7K	–	550
2022 Q3	$7K	Buy	+142	New	+$7.04K	﹤0.01%	409

Other funds holding VTIP

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

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

EWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwest Investment Counselors's VTIP Position: Q4 2023 in Review

Northwest Investment Counselors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 101 shares — an estimated $4.76K sold.

Northwest Investment Counselors first reported a position in VTIP in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Northwest Investment Counselors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Northwest Investment Counselors sold 101 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $4.76K.
Northwest Investment Counselors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 2 quarters.
Northwest Investment Counselors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7K in Q3 2022.
761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.