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

Parsec Financial 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
2023 Q1	$1.43M	Sell	29,840 -7,841	-21%	-$369K	0.06%	147
2022 Q4	$1.76M	Sell	37,681 -39,323	-51%	-$1.87M	0.08%	140
2022 Q3	$3.71M	Sell	77,004 -163	-0.2%	-$8.07K	0.19%	95
2022 Q2	$3.87M	Sell	77,167 -498	-0.6%	-$25.2K	0.19%	89
2022 Q1	$3.98M	Sell	77,665 -631	-0.8%	-$32.4K	0.17%	97
2021 Q4	$4.02M	Buy	78,296 +79	+0.1%	+$4.11K	0.17%	96
2021 Q3	$4.09M	Sell	78,217 -291	-0.4%	-$15.3K	0.17%	90
2021 Q2	$4.12M	Sell	78,508 -3,450	-4%	-$180K	0.19%	84
2021 Q1	$4.22M	Sell	81,958 -2,612	-3%	-$134K	0.22%	79
2020 Q4	$4.32M	Buy	84,570 +5,958	+8%	+$303K	0.23%	77
2020 Q3	$4.01M	Sell	78,612 -775	-1%	-$39.3K	0.24%	77
2020 Q2	$3.98M	Sell	79,387 -10,596	-12%	-$527K	0.25%	80
2020 Q1	$4.38M	Buy	+89,983	New	+$4.42M	0.33%	70

Other funds holding VTIP

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

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

HWA

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

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

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

EWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parsec Financial Management's VTIP Position: Q1 2023 in Review

Parsec Financial Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 21% in Q1 2023, selling an estimated $369K and leaving 29,840 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #147.

Parsec Financial Management first reported a position in VTIP in Q1 2020 and has held it in 13 quarters since. The position peaked at $4.38M in Q1 2020. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Parsec Financial Management held 29,840 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.43M as of Q1 2023.
Parsec Financial Management sold 7,841 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $369K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Parsec Financial Management's portfolio in Q1 2023, its #147 holding.
Parsec Financial Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 13 quarters since.
Parsec Financial Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.38M in Q1 2020.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.