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

TCI Wealth Advisors’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	-5,527	Closed	-$264K	–	2198
2023 Q1	$264K	Sell	5,527 -24,510	-82%	-$1.15M	0.03%	156
2022 Q4	$1.4M	Buy	30,037 +25,860	+619%	+$1.23M	0.19%	50
2022 Q3	$201K	Sell	4,177 -1,687	-29%	-$83.6K	0.03%	161
2022 Q2	$294K	Sell	5,864 -2,113	-26%	-$107K	0.05%	134
2022 Q1	$408K	Sell	7,977 -3,062	-28%	-$157K	0.06%	111
2021 Q4	$567K	Buy	11,039 +10,343	+1,486%	+$538K	0.08%	97
2021 Q3	$37K	Hold	696	–	–	0.01%	494
2021 Q2	$36K	Buy	696 +9	+1%	+$469	0.01%	470
2021 Q1	$35K	Buy	687 +15	+2%	+$771	0.01%	436
2020 Q4	$34K	Buy	672 +20	+3%	+$1.02K	0.02%	402
2020 Q3	$33K	Buy	652 +14	+2%	+$710	0.01%	370
2020 Q2	$32K	Buy	638 +8	+1%	+$398	0.01%	374
2020 Q1	$31K	Sell	630 -19	-3%	-$933	0.02%	391
2019 Q4	$32K	Buy	649 +18	+3%	+$886	0.01%	467
2019 Q3	$31K	Buy	631 +16	+3%	+$791	0.01%	416
2019 Q2	$30K	Buy	615 +49	+9%	+$2.4K	0.01%	401
2019 Q1	$28K	Sell	566 -76	-12%	-$3.67K	0.01%	436
2018 Q4	$31K	Buy	+642	New	+$30.9K	0.02%	400
2018 Q1	–	Sell	-3,856	Closed	-$188K	–	1440
2017 Q4	$188K	Buy	+3,856	New	+$191K	0.08%	159

Other funds holding VTIP

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

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

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

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

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

TCI Wealth Advisors's VTIP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 5,527 shares — an estimated $264K sold.

TCI Wealth Advisors first reported a position in VTIP in Q4 2017 and held it in 19 quarters. The position peaked at $1.4M in Q4 2022. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5,527 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $264K.
TCI Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 19 quarters.
TCI Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.4M in Q4 2022.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.