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

Smart Money 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
2023 Q4	–	Sell	-64,393	Closed	-$3.04M	–	85
2023 Q3	$3.04M	Sell	64,393 -8,708	-12%	-$411K	1.45%	20
2023 Q2	$3.47M	Sell	73,101 -20,773	-22%	-$990K	1.65%	18
2023 Q1	$4.49M	Sell	93,874 -184,574	-66%	-$8.69M	2.25%	14
2022 Q4	$13M	Sell	278,448 -251,608	-47%	-$12M	6.79%	7
2022 Q3	$25.5M	Sell	530,056 -460	-0.1%	-$22.8K	17.38%	1
2022 Q2	$26.6M	Buy	530,516 +109,539	+26%	+$5.54M	18.45%	1
2022 Q1	$21.6M	Buy	420,977 +224,177	+114%	+$11.5M	14.48%	1
2021 Q4	$10.1M	Buy	196,800 +142,515	+263%	+$7.42M	6.46%	4
2021 Q3	$2.85M	Buy	+54,285	New	+$2.85M	2.08%	14

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Smart Money Group's VTIP Position: Q4 2023 in Review

Smart Money Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 64,393 shares — an estimated $3.04M sold.

Smart Money Group first reported a position in VTIP in Q3 2021 and held it in 9 quarters. The position peaked at $26.6M in Q2 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Smart Money Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Smart Money Group sold 64,393 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $3.04M.
Smart Money Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 9 quarters.
Smart Money Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $26.6M in Q2 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Smart Money Group's 13F filing for Q4 2023, filed 6 Feb 2024.