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

Retirement Capital Strategies’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 Q3	–	Sell	-183,006	Closed	-$8.68M	–	70
2023 Q2	$8.68M	Sell	183,006 -221,114	-55%	-$10.5M	3.99%	9
2023 Q1	$19.3M	Buy	+404,120	New	+$19M	9.39%	4
2021 Q4	–	Sell	-95,664	Closed	-$5.03M	–	88
2021 Q3	$5.03M	Buy	+95,664	New	+$5.02M	1.93%	15

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

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

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

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

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

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

HWA

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

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

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

Retirement Capital Strategies's VTIP Position: Q3 2023 in Review

Retirement Capital Strategies sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 183,006 shares — an estimated $8.68M sold.

Retirement Capital Strategies first reported a position in VTIP in Q3 2021 and held it in 3 quarters. The position peaked at $19.3M in Q1 2023. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Retirement Capital Strategies reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Retirement Capital Strategies sold 183,006 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $8.68M.
Retirement Capital Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 3 quarters.
Retirement Capital Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $19.3M in Q1 2023.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Retirement Capital Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.