Steel Grove Capital Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Steel Grove Capital Advisors’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	-19,334	Closed	-$925K	–	205
2023 Q1	$925K	Hold	19,334	–	–	0.12%	91
2022 Q4	$903K	Hold	19,334	–	–	0.13%	86
2022 Q3	$930K	Hold	19,334	–	–	0.17%	75
2022 Q2	$969K	Hold	19,334	–	–	0.18%	73
2022 Q1	$990K	Buy	19,334 +642	+3%	+$32.9K	0.16%	75
2021 Q4	$961K	Buy	18,692 +5,394	+41%	+$281K	0.19%	58
2021 Q3	$699K	Sell	13,298 -6,693	-33%	-$351K	0.16%	79
2021 Q2	$1.05M	Hold	19,991	–	–	0.29%	67
2021 Q1	$1.03M	Hold	19,991	–	–	0.34%	66
2020 Q4	$1.02M	Buy	+19,991	New	+$1.02M	0.33%	67
2018 Q4	–	Sell	-8,764	Closed	-$424K	–	341
2018 Q3	$424K	Sell	8,764 -1,732	-17%	-$84.6K	0.06%	217
2018 Q2	$513K	Sell	10,496 -3,637	-26%	-$178K	0.08%	190
2018 Q1	$691K	Sell	14,133 -13,432	-49%	-$654K	0.11%	172
2017 Q4	$1.35M	Hold	27,565	–	–	0.2%	102
2017 Q3	$1.36M	Buy	27,565 +6,248	+29%	+$309K	0.25%	85
2017 Q2	$1.05M	Buy	21,317 +1,251	+6%	+$61.8K	0.19%	107
2017 Q1	$993K	Buy	20,066 +7,681	+62%	+$379K	0.18%	112
2016 Q4	$609K	Hold	12,385	–	–	0.12%	133
2016 Q3	$615K	Buy	12,385 +2,502	+25%	+$124K	0.14%	98
2016 Q2	$489K	Buy	9,883 +2,386	+32%	+$117K	0.12%	105
2016 Q1	$368K	Buy	+7,497	New	+$363K	0.09%	113

Other funds holding VTIP

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Steel Grove Capital Advisors's VTIP Position: Q2 2023 in Review

Steel Grove Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 19,334 shares — an estimated $925K sold.

Steel Grove Capital Advisors first reported a position in VTIP in Q1 2016 and held it in 21 quarters. The position peaked at $1.36M in Q3 2017. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Steel Grove Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Steel Grove Capital Advisors sold 19,334 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $925K.
Steel Grove Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and held it in 21 quarters.
Steel Grove Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.36M in Q3 2017.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.