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

Sugarloaf Wealth 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	–	Sell	-1,581	Closed	-$73.8K	–	784
2022 Q4	$73.8K	Hold	1,581	–	–	0.02%	231
2022 Q3	$77K	Hold	1,581	–	–	0.02%	231
2022 Q2	$79K	Hold	1,581	–	–	0.02%	222
2022 Q1	$81K	Hold	1,581	–	–	0.02%	220
2021 Q4	$81K	Hold	1,581	–	–	0.02%	225
2021 Q3	$83K	Hold	1,581	–	–	0.02%	213
2021 Q2	$83K	Hold	1,581	–	–	0.02%	213
2021 Q1	$81K	Hold	1,581	–	–	0.02%	214
2020 Q4	$81K	Hold	1,581	–	–	0.03%	198
2020 Q3	$81K	Hold	1,581	–	–	0.03%	176
2020 Q2	$79K	Hold	1,581	–	–	0.03%	184
2020 Q1	$77K	Sell	1,581 -419	-21%	-$20.6K	0.03%	168
2019 Q4	$99K	Buy	+2,000	New	+$98.5K	0.04%	185

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sugarloaf Wealth Management's VTIP Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 1,581 shares — an estimated $73.8K sold.

Sugarloaf Wealth Management first reported a position in VTIP in Q4 2019 and held it in 13 quarters. The position peaked at $99K in Q4 2019. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,581 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $73.8K.
Sugarloaf Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $99K in Q4 2019.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.