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Sittner & Nelson’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sittner & Nelson’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
Q2 		– Sell
-69
Closed -$3.3K – 521
2023
Q1 		$3.3K Buy
+69
New +$3.25K ﹤0.01% 438

Other funds holding VTIP

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sittner & Nelson's VTIP Position: Q2 2023 in Review

Sittner & Nelson sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 69 shares — an estimated $3.3K sold.

Sittner & Nelson first reported a position in VTIP in Q1 2023 and held it in 1 quarter. The position peaked at $3.3K in Q1 2023. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

  • Sittner & Nelson reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
  • Sittner & Nelson sold 69 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $3.3K.
  • Sittner & Nelson first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 1 quarter.
  • Sittner & Nelson's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.3K in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.