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

Personal Capital 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
2022 Q4	$249K	Buy	5,323 +601	+13%	+$28.6K	﹤0.01%	417
2022 Q3	$227K	Buy	4,722 +377	+9%	+$18.7K	﹤0.01%	414
2022 Q2	$218K	Sell	4,345 -1,508	-26%	-$76.3K	﹤0.01%	417
2022 Q1	$300K	Sell	5,853 -785	-12%	-$40.3K	﹤0.01%	392
2021 Q4	$326K	Buy	6,638 +2,113	+47%	+$110K	﹤0.01%	419
2021 Q3	$238K	Buy	4,525 +106	+2%	+$5.56K	﹤0.01%	454
2021 Q2	$232K	Buy	+4,419	New	+$230K	﹤0.01%	452

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Personal Capital Advisors's VTIP Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q4 2022, buying an estimated $28.6K and bringing the position to 5,323 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Personal Capital Advisors first reported a position in VTIP in Q2 2021 and has held it in 7 quarters since. The position peaked at $326K in Q4 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Personal Capital Advisors held 5,323 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $249K as of Q4 2022.
Personal Capital Advisors bought 601 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $28.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #417 holding.
Personal Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 7 quarters since.
Personal Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $326K in Q4 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.