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

SAM 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 		– Sell
-70,941
Closed -$3.56M – 39
2022
Q2 		$3.56M Sell
70,941
-44,983
-39% -$2.28M 1.78% 10
2022
Q1 		$5.94M Buy
115,924
+520
+0.5% +$26.7K 2.57% 8
2021
Q4 		$5.89M Buy
+115,404
New +$6.01M 2.69% 8

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SAM Advisors's VTIP Position: Q3 2022 in Review

SAM Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 70,941 shares — an estimated $3.56M sold.

SAM Advisors first reported a position in VTIP in Q4 2021 and held it in 3 quarters. The position peaked at $5.94M in Q1 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

  • SAM Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
  • SAM Advisors sold 70,941 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $3.56M.
  • SAM Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 3 quarters.
  • SAM Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.94M in Q1 2022.
  • 784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on SAM Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.