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

Ranch 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
2021 Q4	–	Sell	-808	Closed	-$42K	–	587
2021 Q3	$42K	Buy	808 +5	+0.6%	+$262	0.03%	284
2021 Q2	$42K	Buy	803 +503	+168%	+$26.2K	0.03%	346
2021 Q1	$15K	Buy	+300	New	+$15.4K	0.01%	544

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ranch Capital Advisors's VTIP Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2021, closing a stake of 808 shares — an estimated $42K sold.

Ranch Capital Advisors first reported a position in VTIP in Q1 2021 and held it in 3 quarters. The position peaked at $42K in Q3 2021. 745 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

Ranch Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 808 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $42K.
Ranch Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 3 quarters.
Ranch Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $42K in Q3 2021.
745 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.