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

Private Advisory Group’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	–	Sell	-11,089	Closed	-$518K	–	238
2022 Q4	$518K	Sell	11,089 -9,504	-46%	-$453K	0.11%	127
2022 Q3	$991K	Sell	20,593 -105,573	-84%	-$5.23M	0.23%	95
2022 Q2	$6.32M	Sell	126,166 -1,213	-1%	-$61.4K	1.43%	21
2022 Q1	$6.52M	Buy	127,379 +67,788	+114%	+$3.48M	1.28%	23
2021 Q4	$3.06M	Buy	59,591 +10,194	+21%	+$531K	0.58%	43
2021 Q3	$2.6M	Buy	49,397 +4,141	+9%	+$217K	0.63%	41
2021 Q2	$2.37M	Buy	+45,256	New	+$2.36M	0.6%	42

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

Private Advisory Group's VTIP Position: Q1 2023 in Review

Private Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 11,089 shares — an estimated $518K sold.

Private Advisory Group first reported a position in VTIP in Q2 2021 and held it in 7 quarters. The position peaked at $6.52M in Q1 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Private Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Private Advisory Group sold 11,089 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $518K.
Private Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 7 quarters.
Private Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.52M in Q1 2022.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Private Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.