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Simplicity Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Simplicity Solutions’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
Q4 		$28.8M Sell
605,718
-107,917
-15% -$5.11M 0.79% 21
2023
Q3 		$33.7M Buy
713,635
+26,840
+4% +$1.27M 1.08% 15
2023
Q2 		$32.6M Buy
686,795
+18,571
+3% +$885K 0.89% 18
2023
Q1 		$32M Buy
668,224
+592,519
+783% +$27.9M 0.84% 19
2022
Q4 		$3.54M Buy
75,705
+13,349
+21% +$636K 0.48% 37
2022
Q3 		$3M Buy
62,356
+11,510
+23% +$570K 0.44% 44
2022
Q2 		$2.55M Buy
50,846
+4,728
+10% +$239K 0.33% 74
2022
Q1 		$2.36M Sell
46,118
-13,074
-22% -$671K 0.29% 75
2021
Q4 		$3.04M Buy
59,192
+34,283
+138% +$1.78M 0.34% 71
2021
Q3 		$1.31M Buy
24,909
+13,974
+128% +$733K 0.2% 114
2021
Q2 		$573K Buy
10,935
+834
+8% +$43.5K 0.11% 201
2021
Q1 		$521K Sell
10,101
-31,390
-76% -$1.61M 0.11% 191
2020
Q4 		$2.12M Buy
41,491
+3,210
+8% +$163K 0.03% 374
2020
Q3 		$1.95M Buy
38,281
+2,151
+6% +$109K 0.04% 336
2020
Q2 		$1.81M Buy
36,130
+14,075
+64% +$699K 0.04% 327
2020
Q1 		$1.07M Buy
22,055
+2,315
+12% +$114K 0.03% 330
2019
Q4 		$973K Buy
19,740
+1,072
+6% +$52.8K 0.03% 389
2019
Q3 		$916K Buy
18,668
+12,711
+213% +$628K 0.04% 318
2019
Q2 		$294K Sell
5,957
-928
-13% -$45.4K 0.01% 501
2019
Q1 		$335K Buy
6,885
+20
+0.3% +$966 0.02% 501
2018
Q4 		$329K Buy
6,865
+1,024
+18% +$49.3K 0.04% 421
2018
Q3 		$283K Buy
5,841
+934
+19% +$45.6K 0.02% 401
2018
Q2 		$239K Buy
4,907
+322
+7% +$15.7K 0.02% 429
2018
Q1 		$224K Buy
4,585
+193
+4% +$9.4K 0.02% 329
2017
Q4 		$214K Buy
+4,392
New +$217K 0.02% 343

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions's VTIP Position: Q4 2023 in Review

Simplicity Solutions reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q4 2023, selling an estimated $5.11M and leaving 605,718 shares worth $28.8M. The position accounts for 0.79% of the portfolio, ranked #21.

Simplicity Solutions first reported a position in VTIP in Q4 2017 and has held it in 25 quarters since. The position peaked at $33.7M in Q3 2023. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • Simplicity Solutions held 605,718 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $28.8M as of Q4 2023.
  • Simplicity Solutions sold 107,917 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $5.11M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.79% of Simplicity Solutions's portfolio in Q4 2023, its #21 holding.
  • Simplicity Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 25 quarters since.
  • Simplicity Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $33.7M in Q3 2023.
  • 763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.