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

Private Portfolio Partners’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 Q4	–	Sell	-17,506	Closed	-$828K	–	271
2023 Q3	$828K	Sell	17,506 -1,119	-6%	-$52.9K	0.21%	86
2023 Q2	$883K	Sell	18,625 -4,919	-21%	-$234K	0.23%	78
2023 Q1	$1.13M	Sell	23,544 -3,693	-14%	-$174K	0.3%	67
2022 Q4	$1.27M	Sell	27,237 -160	-0.6%	-$7.62K	0.34%	66
2022 Q3	$1.32M	Buy	27,397 +6,568	+32%	+$325K	0.38%	60
2022 Q2	$1.04M	Buy	20,829 +2,852	+16%	+$144K	0.29%	75
2022 Q1	$921K	Buy	17,977 +5,316	+42%	+$273K	0.23%	87
2021 Q4	$651K	Buy	12,661 +1,498	+13%	+$78K	0.17%	120
2021 Q3	$587K	Buy	+11,163	New	+$586K	0.17%	122

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

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

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

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

HWA

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Private Portfolio Partners's VTIP Position: Q4 2023 in Review

Private Portfolio Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 17,506 shares — an estimated $828K sold.

Private Portfolio Partners first reported a position in VTIP in Q3 2021 and held it in 9 quarters. The position peaked at $1.32M in Q3 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Private Portfolio Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Private Portfolio Partners sold 17,506 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $828K.
Private Portfolio Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 9 quarters.
Private Portfolio Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.32M in Q3 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Private Portfolio Partners's 13F filing for Q4 2023, filed 7 Feb 2024.