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

Rainsberger Wealth 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
2023 Q4	$3.76M	Sell	79,084 -2,437	-3%	-$115K	2.05%	17
2023 Q3	$3.85M	Buy	81,521 +205	+0.3%	+$9.69K	2.37%	16
2023 Q2	$3.86M	Sell	81,316 -2,387	-3%	-$114K	2.33%	16
2023 Q1	$4M	Buy	83,703 +1,999	+2%	+$94.1K	2.37%	16
2022 Q4	$3.82M	Sell	81,704 -13,166	-14%	-$627K	2.43%	16
2022 Q3	$4.56M	Buy	94,870 +7,318	+8%	+$363K	3.13%	13
2022 Q2	$4.39M	Sell	87,552 -927	-1%	-$46.9K	3.21%	14
2022 Q1	$4.53M	Buy	88,479 +7,390	+9%	+$379K	2.9%	13
2021 Q4	$4.17M	Buy	+81,089	New	+$4.22M	2.45%	15

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Rainsberger Wealth Advisors's VTIP Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3% in Q4 2023, selling an estimated $115K and leaving 79,084 shares worth $3.76M. The position accounts for 2.05% of the portfolio, ranked #17.

Rainsberger Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.56M in Q3 2022. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Rainsberger Wealth Advisors held 79,084 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.76M as of Q4 2023.
Rainsberger Wealth Advisors sold 2,437 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $115K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.05% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #17 holding.
Rainsberger Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.56M in Q3 2022.
761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.