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

RGT 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
2022 Q3	$2.85M	Buy	59,163 +62	+0.1%	+$3.07K	0.45%	15
2022 Q2	$2.96M	Sell	59,101 -367	-0.6%	-$18.6K	0.5%	15
2022 Q1	$3.04M	Hold	59,468	–	–	0.48%	17
2021 Q4	$3.06M	Buy	+59,468	New	+$3.09M	0.47%	16

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

RGT Wealth Advisors's VTIP Position: Q3 2022 in Review

RGT Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.1% in Q3 2022, buying an estimated $3.07K and bringing the position to 59,163 shares worth $2.85M. The position accounts for 0.45% of the portfolio, ranked #15.

RGT Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.06M in Q4 2021. 785 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

RGT Wealth Advisors held 59,163 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.85M as of Q3 2022.
RGT Wealth Advisors bought 62 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $3.07K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.45% of RGT Wealth Advisors's portfolio in Q3 2022, its #15 holding.
RGT Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 4 quarters since.
RGT Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.06M in Q4 2021.
785 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.