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

Pinnacle 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 Q2	–	Sell	-5,569	Closed	-$285K	–	312
2022 Q1	$285K	Sell	5,569 -3,514	-39%	-$180K	0.09%	231
2021 Q4	$467K	Buy	+9,083	New	+$473K	0.15%	153

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Private Wealth's VTIP Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 5,569 shares — an estimated $285K sold.

Pinnacle Private Wealth first reported a position in VTIP in Q4 2021 and held it in 2 quarters. The position peaked at $467K in Q4 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Pinnacle Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 5,569 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $285K.
Pinnacle Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 2 quarters.
Pinnacle Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $467K in Q4 2021.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.