United Asset Strategies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

United Asset Strategies’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 Q3	–	Sell	-24,720	Closed	-$1.17M	–	246
2023 Q2	$1.17M	Sell	24,720 -7,283	-23%	-$347K	0.15%	130
2023 Q1	$1.53M	Sell	32,003 -379	-1%	-$17.8K	0.2%	102
2022 Q4	$1.51M	Buy	+32,382	New	+$1.54M	0.21%	96

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

United Asset Strategies's VTIP Position: Q3 2023 in Review

United Asset Strategies sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 24,720 shares — an estimated $1.17M sold.

United Asset Strategies first reported a position in VTIP in Q4 2022 and held it in 3 quarters. The position peaked at $1.53M in Q1 2023. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

United Asset Strategies reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
United Asset Strategies sold 24,720 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $1.17M.
United Asset Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 3 quarters.
United Asset Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.53M in Q1 2023.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on United Asset Strategies's 13F filing for Q3 2023, filed 7 Nov 2023.