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

USAdvisors Wealth Management’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 Q1	–	Sell	-52,276	Closed	-$964K	–	118
2022 Q4	$964K	Buy	52,276 +508	+1%	+$24.2K	0.47%	55
2022 Q3	$943K	Buy	51,768 +6,302	+14%	+$312K	0.48%	53
2022 Q2	$885K	Sell	45,466 -6,857	-13%	-$347K	0.44%	52
2022 Q1	$1.08M	Buy	+52,323	New	+$2.68M	0.46%	56

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USAdvisors Wealth Management's VTIP Position: Q1 2023 in Review

USAdvisors Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 52,276 shares — an estimated $964K sold.

USAdvisors Wealth Management first reported a position in VTIP in Q1 2022 and held it in 4 quarters. The position peaked at $1.08M in Q1 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

USAdvisors Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
USAdvisors Wealth Management sold 52,276 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $964K.
USAdvisors Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 4 quarters.
USAdvisors Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.08M in Q1 2022.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on USAdvisors Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.