Stone Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Stone Asset Management’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 Q1	$519K	Sell	10,856 -365	-3%	-$17.2K	0.83%	22
2022 Q4	$524K	Buy	11,221 +466	+4%	+$22.2K	0.33%	31
2022 Q3	$517K	Buy	10,755 +11	+0.1%	+$545	0.34%	31
2022 Q2	$539K	Buy	10,744 +3,730	+53%	+$189K	0.34%	34
2022 Q1	$359K	Buy	+7,014	New	+$360K	0.2%	38

Other funds holding VTIP

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stone Asset Management's VTIP Position: Q1 2023 in Review

Stone Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.3% in Q1 2023, selling an estimated $17.2K and leaving 10,856 shares worth $519K. The position accounts for 0.83% of the portfolio, ranked #22.

Stone Asset Management first reported a position in VTIP in Q1 2022 and has held it in 5 quarters since. The position peaked at $539K in Q2 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Stone Asset Management held 10,856 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $519K as of Q1 2023.
Stone Asset Management sold 365 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $17.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.83% of Stone Asset Management's portfolio in Q1 2023, its #22 holding.
Stone Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 5 quarters since.
Stone Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $539K in Q2 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.