Shorepoint Capital Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Shorepoint Capital Partners’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	-238,244	Closed	-$11.9M	–	82
2022 Q2	$11.9M	Buy	238,244 +273	+0.1%	+$13.8K	5.05%	2
2022 Q1	$12.2M	Buy	237,971 +21,282	+10%	+$1.09M	5.09%	2
2021 Q4	$11.1M	Buy	216,689 +85,628	+65%	+$4.46M	4.52%	2
2021 Q3	$6.89M	Buy	+131,061	New	+$6.87M	3.1%	4

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shorepoint Capital Partners's VTIP Position: Q3 2022 in Review

Shorepoint Capital Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 238,244 shares — an estimated $11.9M sold.

Shorepoint Capital Partners first reported a position in VTIP in Q3 2021 and held it in 4 quarters. The position peaked at $12.2M in Q1 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Shorepoint Capital Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Shorepoint Capital Partners sold 238,244 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $11.9M.
Shorepoint Capital Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 4 quarters.
Shorepoint Capital Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.2M 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 Shorepoint Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.