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

Riversedge 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
2023 Q3	–	Sell	-8,462	Closed	-$401K	–	76
2023 Q2	$401K	Sell	8,462 -46,133	-85%	-$2.2M	0.11%	53
2023 Q1	$2.61M	Sell	54,595 -3,026	-5%	-$142K	0.76%	28
2022 Q4	$2.69M	Sell	57,621 -1,694	-3%	-$80.7K	0.87%	27
2022 Q3	$2.85M	Sell	59,315 -63	-0.1%	-$3.12K	1.03%	25
2022 Q2	$2.98M	Sell	59,378 -2,134	-3%	-$108K	1.11%	21
2022 Q1	$3.15M	Buy	61,512 +1,566	+3%	+$80.3K	1.02%	21
2021 Q4	$3.08M	Buy	59,946 +2,753	+5%	+$143K	0.98%	20
2021 Q3	$3.01M	Sell	57,193 -10,343	-15%	-$543K	1.03%	19
2021 Q2	$3.54M	Buy	67,536 +1,844	+3%	+$96.1K	1.29%	16
2021 Q1	$3.39M	Buy	65,692 +8,320	+15%	+$428K	1.45%	16
2020 Q4	$2.93M	Buy	57,372 +1,261	+2%	+$64.2K	1.36%	15
2020 Q3	$2.86M	Buy	56,111 +4,263	+8%	+$216K	1.52%	15
2020 Q2	$2.6M	Buy	51,848 +20,812	+67%	+$1.03M	1.52%	15
2020 Q1	$1.51M	Buy	31,036 +1,887	+6%	+$92.6K	1.34%	16
2019 Q4	$1.44M	Buy	29,149 +4,256	+17%	+$210K	1.7%	15
2019 Q3	$1.23M	Hold	24,893	–	–	1.73%	15
2019 Q2	$1.23M	Buy	+24,893	New	+$1.22M	1.73%	15

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Riversedge Advisors's VTIP Position: Q3 2023 in Review

Riversedge Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 8,462 shares — an estimated $401K sold.

Riversedge Advisors first reported a position in VTIP in Q2 2019 and held it in 17 quarters. The position peaked at $3.54M in Q2 2021. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Riversedge Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Riversedge Advisors sold 8,462 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $401K.
Riversedge Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and held it in 17 quarters.
Riversedge Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.54M in Q2 2021.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Riversedge Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.