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

Sage Financial Group’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
Q2 		– Sell
-11,417
Closed -$546K – 101
2023
Q1 		$546K Sell
11,417
-4,812
-30% -$227K 0.06% 59
2022
Q4 		$758K Buy
+16,229
New +$773K 0.09% 51

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sage Financial Group's VTIP Position: Q2 2023 in Review

Sage Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 11,417 shares — an estimated $546K sold.

Sage Financial Group first reported a position in VTIP in Q4 2022 and held it in 2 quarters. The position peaked at $758K in Q4 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

  • Sage Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
  • Sage Financial Group sold 11,417 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $546K.
  • Sage Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 2 quarters.
  • Sage Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $758K in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Sage Financial Group's 13F filing for Q2 2023, filed 27 Jul 2023.