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

Vanguard Capital 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	-56,287	Closed	-$2.69M	–	149
2023 Q1	$2.69M	Buy	+56,287	New	+$2.65M	2.68%	7
2018 Q4	–	Sell	-5,620	Closed	-$271K	–	137
2018 Q3	$271K	Sell	5,620 -830	-13%	-$40.5K	0.31%	95
2018 Q2	$315K	Buy	+6,450	New	+$315K	0.42%	76

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

Vanguard Capital Wealth Advisors's VTIP Position: Q2 2023 in Review

Vanguard Capital Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2023, closing a stake of 56,287 shares — an estimated $2.69M sold.

Vanguard Capital Wealth Advisors first reported a position in VTIP in Q2 2018 and held it in 3 quarters. The position peaked at $2.69M in Q1 2023. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Vanguard Capital Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2023 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 56,287 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $2.69M.
Vanguard Capital Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and held it in 3 quarters.
Vanguard Capital Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.69M in Q1 2023.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.