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

V 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
2022 Q1	–	Sell	-14,398	Closed	-$740K	–	483
2021 Q4	$740K	Buy	+14,398	New	+$749K	0.11%	184
2021 Q3	–	Sell	-4,582	Closed	-$240K	–	569
2021 Q2	$240K	Buy	+4,582	New	+$239K	0.04%	413
2021 Q1	–	Sell	-4,170	Closed	-$213K	–	446
2020 Q4	$213K	Buy	+4,170	New	+$212K	0.04%	353
2020 Q3	–	Sell	-6,133	Closed	-$308K	–	348
2020 Q2	$308K	Sell	6,133 -3,448	-36%	-$171K	0.08%	266
2020 Q1	$467K	Sell	9,581 -5,641	-37%	-$277K	0.15%	161
2019 Q4	$747K	Hold	15,222	–	–	0.27%	102
2019 Q3	$747K	Buy	15,222 +1,146	+8%	+$56.6K	0.27%	102
2019 Q2	$695K	Sell	14,076 -131	-0.9%	-$6.42K	0.26%	101
2019 Q1	$696K	Sell	14,207 -1,210	-8%	-$58.4K	0.28%	93
2018 Q4	$743K	Sell	15,417 -560	-4%	-$26.9K	0.38%	71
2018 Q3	$776K	Buy	15,977 +530	+3%	+$25.9K	0.36%	78
2018 Q2	$759K	Sell	15,447 -1,358	-8%	-$66.4K	0.42%	65
2018 Q1	$824K	Sell	16,805 -1,657	-9%	-$80.7K	0.44%	62
2017 Q4	$902K	Buy	18,462 +1,748	+10%	+$86.4K	0.45%	58
2017 Q3	$826K	Sell	16,714 -60	-0.4%	-$2.96K	0.42%	58
2017 Q2	$826K	Buy	16,774 +1,930	+13%	+$95.3K	0.39%	62
2017 Q1	$733K	Sell	14,844 -230	-2%	-$11.3K	0.45%	66
2016 Q4	$743K	Hold	15,074	–	–	0.54%	62
2016 Q3	$745K	Buy	15,074 +460	+3%	+$22.7K	0.6%	55
2016 Q2	$721K	Buy	+14,614	New	+$718K	0.59%	59

Other funds holding VTIP

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

V Wealth Advisors's VTIP Position: Q1 2022 in Review

V Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2022, closing a stake of 14,398 shares — an estimated $740K sold.

V Wealth Advisors first reported a position in VTIP in Q2 2016 and held it in 20 quarters. The position peaked at $902K in Q4 2017. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

V Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 14,398 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $740K.
V Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and held it in 20 quarters.
V Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $902K in Q4 2017.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.