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

Strategic 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
2022 Q3	$30K	Buy	624 +9	+1%	+$446	0.05%	207
2022 Q2	$31K	Hold	615	–	–	0.05%	213
2022 Q1	$31K	Buy	+615	New	+$31.5K	0.04%	225

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strategic Asset Management's VTIP Position: Q3 2022 in Review

Strategic Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q3 2022, buying an estimated $446 and bringing the position to 624 shares worth $30K. The position accounts for 0.05% of the portfolio, ranked #207.

Strategic Asset Management first reported a position in VTIP in Q1 2022 and has held it in 3 quarters since. The position peaked at $31K in Q2 2022. 785 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Strategic Asset Management held 624 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $30K as of Q3 2022.
Strategic Asset Management bought 9 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $446.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Strategic Asset Management's portfolio in Q3 2022, its #207 holding.
Strategic Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 3 quarters since.
Strategic Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $31K in Q2 2022.
785 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.