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

Parcion Private Wealth’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	-66,940	Closed	-$3.33M	–	212
2022 Q2	$3.33M	Sell	66,940 -5,494	-8%	-$278K	0.33%	70
2022 Q1	$3.71M	Buy	+72,434	New	+$3.71M	0.35%	67

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

Parcion Private Wealth's VTIP Position: Q3 2022 in Review

Parcion Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 66,940 shares — an estimated $3.33M sold.

Parcion Private Wealth first reported a position in VTIP in Q1 2022 and held it in 2 quarters. The position peaked at $3.71M in Q1 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Parcion Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Parcion Private Wealth sold 66,940 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $3.33M.
Parcion Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 2 quarters.
Parcion Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.71M 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 Parcion Private Wealth's 13F filing for Q3 2022, filed 14 Oct 2022.