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

Summit Wealth 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
Q2 		– Sell
-21,710
Closed – – 259
2023
Q1 		$0 Buy
+21,710
New +$1.02M ﹤0.01% 263

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Summit Wealth Group's VTIP Position: Q2 2023 in Review

Summit Wealth Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 21,710 shares.

Summit Wealth Group first reported a position in VTIP in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

  • Summit Wealth Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 21,710 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023.
  • Summit Wealth Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $0 in Q1 2023.
  • 765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.