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

Paradigm Financial Advisors’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 Q4	$2.01M	Buy	39,112 +6,721	+21%	+$350K	0.44%	53
2021 Q3	$1.7M	Buy	32,391 +4,822	+17%	+$253K	0.39%	58
2021 Q2	$1.45M	Buy	27,569 +12,354	+81%	+$644K	0.32%	65
2021 Q1	$784K	Buy	+15,215	New	+$782K	0.19%	93
2014 Q2	–	Sell	-3,327	Closed	-$164K	–	224
2014 Q1	$164K	Buy	3,327 +2,504	+304%	+$124K	0.15%	82
2013 Q4	$41K	Buy	+823	New	+$40.7K	0.04%	151

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Paradigm Financial Advisors's VTIP Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 21% in Q4 2021, buying an estimated $350K and bringing the position to 39,112 shares worth $2.01M. The position accounts for 0.44% of the portfolio, ranked #53.

Paradigm Financial Advisors first reported a position in VTIP in Q4 2013 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

Paradigm Financial Advisors held 39,112 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.01M as of Q4 2021.
Paradigm Financial Advisors bought 6,721 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $350K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.44% of Paradigm Financial Advisors's portfolio in Q4 2021, its #53 holding.
Paradigm Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2013 and has held it in 6 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.