Resolute Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Resolute Financial’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 Q4	$1.75M	Sell	37,374 -1,519	-4%	-$72.4K	1.48%	16
2022 Q3	$1.87M	Sell	38,893 -80	-0.2%	-$3.96K	1.78%	12
2022 Q2	$1.95M	Sell	38,973 -1,093	-3%	-$55.3K	1.7%	12
2022 Q1	$2.05M	Buy	40,066 +3,073	+8%	+$158K	1.67%	13
2021 Q4	$1.9M	Buy	+36,993	New	+$1.93M	1.42%	13

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Resolute Financial's VTIP Position: Q4 2022 in Review

Resolute Financial reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.9% in Q4 2022, selling an estimated $72.4K and leaving 37,374 shares worth $1.75M. The position accounts for 1.48% of the portfolio, ranked #16.

Resolute Financial first reported a position in VTIP in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.05M in Q1 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Resolute Financial held 37,374 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.75M as of Q4 2022.
Resolute Financial sold 1,519 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $72.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.48% of Resolute Financial's portfolio in Q4 2022, its #16 holding.
Resolute Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.05M in Q1 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.