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

Summit Wealth Partners’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 Q4	–	Sell	-6,164	Closed	-$291K	–	217
2023 Q3	$291K	Sell	6,164 -2,511	-29%	-$119K	0.07%	150
2023 Q2	$411K	Sell	8,675 -2,275	-21%	-$108K	0.1%	124
2023 Q1	$524K	Sell	10,950 -7,981	-42%	-$376K	0.13%	102
2022 Q4	$884K	Buy	18,931 +1,538	+9%	+$73.3K	0.23%	66
2022 Q3	$837K	Sell	17,393 -1,688	-9%	-$83.6K	0.24%	64
2022 Q2	$956K	Buy	19,081 +12,180	+176%	+$616K	0.26%	56
2022 Q1	$353K	Buy	6,901 +531	+8%	+$27.2K	0.08%	117
2021 Q4	$327K	Buy	6,370 +976	+18%	+$50.8K	0.07%	121
2021 Q3	$284K	Buy	5,394 +392	+8%	+$20.6K	0.07%	125
2021 Q2	$262K	Buy	5,002 +95	+2%	+$4.95K	0.06%	135
2021 Q1	$253K	Buy	+4,907	New	+$252K	0.06%	135

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

HWA

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Summit Wealth Partners's VTIP Position: Q4 2023 in Review

Summit Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 6,164 shares — an estimated $291K sold.

Summit Wealth Partners first reported a position in VTIP in Q1 2021 and held it in 11 quarters. The position peaked at $956K in Q2 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Summit Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Summit Wealth Partners sold 6,164 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $291K.
Summit Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 11 quarters.
Summit Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $956K in Q2 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Summit Wealth Partners's 13F filing for Q4 2023, filed 11 Sep 2024.