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

RegentAtlantic Capital’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 Q3	$972K	Buy	20,202 +7,165	+55%	+$355K	0.03%	313
2022 Q2	$653K	Sell	13,037 -19,259	-60%	-$974K	0.02%	379
2022 Q1	$1.65M	Sell	32,296 -522	-2%	-$26.8K	0.05%	245
2021 Q4	$1.69M	Buy	32,818 +25,113	+326%	+$1.31M	0.05%	244
2021 Q3	$405K	Buy	7,705 +1,172	+18%	+$61.5K	0.01%	489
2021 Q2	$342K	Buy	+6,533	New	+$340K	0.01%	502
2018 Q1	–	Sell	-5,304	Closed	-$259K	–	429
2017 Q4	$259K	Buy	+5,304	New	+$262K	0.02%	379
2014 Q4	–	Sell	-11,260	Closed	-$556K	–	1243
2014 Q3	$556K	Hold	11,260	–	–	0.05%	239
2014 Q2	$564K	Buy	+11,260	New	+$560K	0.05%	241

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RegentAtlantic Capital's VTIP Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 55% in Q3 2022, buying an estimated $355K and bringing the position to 20,202 shares worth $972K. The position accounts for 0.03% of the portfolio, ranked #313.

RegentAtlantic Capital first reported a position in VTIP in Q2 2014 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2021. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

RegentAtlantic Capital held 20,202 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $972K as of Q3 2022.
RegentAtlantic Capital bought 7,165 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $355K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of RegentAtlantic Capital's portfolio in Q3 2022, its #313 holding.
RegentAtlantic Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2014 and has held it in 9 quarters since.
RegentAtlantic Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.69M in Q4 2021.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.