Toth Financial Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Toth Financial Advisory’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	-1,130	Closed	-$53.4K	–	800
2023 Q3	$53.4K	Hold	1,130	–	–	0.01%	264
2023 Q2	$53.6K	Hold	1,130	–	–	0.01%	263
2023 Q1	$54K	Hold	1,130	–	–	0.01%	265
2022 Q4	$52.8K	Hold	1,130	–	–	0.01%	274
2022 Q3	$54K	Hold	1,130	–	–	0.01%	267
2022 Q2	$57K	Sell	1,130 -385	-25%	-$19.5K	0.01%	254
2022 Q1	$78K	Sell	1,515 -1,470	-49%	-$75.4K	0.01%	249
2021 Q4	$153K	Buy	2,985 +2,600	+675%	+$135K	0.02%	214
2021 Q3	$20K	Hold	385	–	–	﹤0.01%	396
2021 Q2	$20K	Buy	+385	New	+$20.1K	﹤0.01%	377

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 22.9% 1-Year Est. Return

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

Toth Financial Advisory's VTIP Position: Q4 2023 in Review

Toth Financial Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 1,130 shares — an estimated $53.4K sold.

Toth Financial Advisory first reported a position in VTIP in Q2 2021 and held it in 10 quarters. The position peaked at $153K in Q4 2021. 764 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Toth Financial Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 1,130 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $53.4K.
Toth Financial Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 10 quarters.
Toth Financial Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $153K in Q4 2021.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.