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

Sargent Investment 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
2022 Q4	–	Sell	-5,769	Closed	-$274K	–	209
2022 Q3	$274K	Hold	5,769	–	–	0.09%	143
2022 Q2	$289K	Buy	+5,769	New	+$292K	0.09%	142

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

Sargent Investment Group's VTIP Position: Q4 2022 in Review

Sargent Investment Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 5,769 shares — an estimated $274K sold.

Sargent Investment Group first reported a position in VTIP in Q2 2022 and held it in 2 quarters. The position peaked at $289K in Q2 2022. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Sargent Investment Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Sargent Investment Group sold 5,769 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $274K.
Sargent Investment Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 2 quarters.
Sargent Investment Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $289K in Q2 2022.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Sargent Investment Group's 13F filing for Q4 2022, filed 31 Jan 2023.