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

Sage Financial Management 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	-136,599	Closed	-$6.53M	–	34
2023 Q1	$6.53M	Sell	136,599 -40,968	-23%	-$1.93M	5.26%	7
2022 Q4	$8.29M	Buy	177,567 +33,895	+24%	+$1.62M	5.79%	6
2022 Q3	$6.91M	Sell	143,672 -36,630	-20%	-$1.81M	6.09%	6
2022 Q2	$9.04M	Buy	+180,302	New	+$9.12M	6.32%	6

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

HWA

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Sage Financial Management Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 136,599 shares — an estimated $6.53M sold.

Sage Financial Management Group first reported a position in VTIP in Q2 2022 and held it in 4 quarters. The position peaked at $9.04M in Q2 2022. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Sage Financial Management 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 Management Group sold 136,599 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $6.53M.
Sage Financial Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 4 quarters.
Sage Financial Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.04M in Q2 2022.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Sage Financial Management Group's 13F filing for Q2 2023, filed 19 Jul 2023.