Sargent Bickham Lagudis’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sargent Bickham Lagudis’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 Q4	$2.34M	Buy	50,184 +8,901	+22%	+$424K	0.19%	97
2022 Q3	$1.99M	Sell	41,283 -13,888	-25%	-$688K	0.18%	103
2022 Q2	$2.77M	Buy	55,171 +7,765	+16%	+$393K	0.24%	96
2022 Q1	$2.43M	Buy	47,406 +3,781	+9%	+$194K	0.19%	99
2021 Q4	$2.24M	Buy	43,625 +941	+2%	+$49K	0.17%	100
2021 Q3	$2.24M	Buy	42,684 +888	+2%	+$46.6K	0.18%	98
2021 Q2	$2.19M	Sell	41,796 -116	-0.3%	-$6.05K	0.18%	97
2021 Q1	$2.16M	Buy	41,912 +4,009	+11%	+$206K	0.19%	96
2020 Q4	$1.94M	Buy	37,903 +721	+2%	+$36.7K	0.18%	91
2020 Q3	$1.9M	Sell	37,182 -14,597	-28%	-$740K	0.19%	91
2020 Q2	$2.6M	Sell	51,779 -55	-0.1%	-$2.73K	0.28%	75
2020 Q1	$2.52M	Sell	51,834 -445	-0.9%	-$21.8K	0.32%	70
2019 Q4	$2.58M	Buy	52,279 +1,617	+3%	+$79.6K	0.29%	77
2019 Q3	$2.48M	Sell	50,662 -6,433	-11%	-$318K	0.3%	72
2019 Q2	$2.82M	Buy	57,095 +55	+0.1%	+$2.69K	0.33%	66
2019 Q1	$2.78M	Buy	57,040 +1,017	+2%	+$49.1K	0.32%	72
2018 Q4	$2.69M	Buy	56,023 +5,636	+11%	+$271K	0.35%	69
2018 Q3	$2.44M	Buy	50,387 +702	+1%	+$34.3K	0.29%	76
2018 Q2	$2.43M	Buy	49,685 +53	+0.1%	+$2.59K	0.3%	75
2018 Q1	$2.43M	Buy	49,632 +131	+0.3%	+$6.38K	0.3%	72
2017 Q4	$2.42M	Sell	49,501 -722	-1%	-$35.7K	0.29%	77
2017 Q3	$2.48M	Sell	50,223 -1,212	-2%	-$59.9K	0.31%	73
2017 Q2	$2.53M	Buy	51,435 +6,287	+14%	+$311K	0.32%	72
2017 Q1	$2.23M	Buy	45,148 +6,601	+17%	+$326K	0.29%	81
2016 Q4	$1.9M	Sell	38,547 -877	-2%	-$43.3K	0.29%	82
2016 Q3	$1.96M	Sell	39,424 -32,358	-45%	-$1.6M	0.29%	86
2016 Q2	$3.55M	Sell	71,782 -7,843	-10%	-$385K	0.55%	54
2016 Q1	$3.91M	Buy	+79,625	New	+$3.86M	0.63%	45

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

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

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

HWA

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

Sargent Bickham Lagudis's VTIP Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 22% in Q4 2022, buying an estimated $424K and bringing the position to 50,184 shares worth $2.34M. The position accounts for 0.19% of the portfolio, ranked #97.

Sargent Bickham Lagudis first reported a position in VTIP in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.91M in Q1 2016. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Sargent Bickham Lagudis held 50,184 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.34M as of Q4 2022.
Sargent Bickham Lagudis bought 8,901 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $424K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.19% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #97 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.91M in Q1 2016.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.