Venture Visionary Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Venture Visionary Partners’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	-6,665	Closed	-$316K	–	552
2023 Q2	$316K	Sell	6,665 -15,548	-70%	-$741K	0.02%	412
2023 Q1	$1.06M	Sell	22,213 -1,777	-7%	-$83.7K	0.07%	225
2022 Q4	$1.12M	Sell	23,990 -103,592	-81%	-$4.94M	0.08%	202
2022 Q3	$6.14M	Sell	127,582 -19,013	-13%	-$942K	0.5%	50
2022 Q2	$7.35M	Buy	146,595 +3,029	+2%	+$153K	0.56%	43
2022 Q1	$7.35M	Sell	143,566 -35,415	-20%	-$1.82M	0.49%	50
2021 Q4	$9.2M	Buy	178,981 +45,495	+34%	+$2.37M	0.6%	42
2021 Q3	$7.12M	Buy	133,486 +9,132	+7%	+$479K	0.51%	49
2021 Q2	$6.52M	Buy	+124,354	New	+$6.48M	0.52%	41

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

Venture Visionary Partners's VTIP Position: Q3 2023 in Review

Venture Visionary Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 6,665 shares — an estimated $316K sold.

Venture Visionary Partners first reported a position in VTIP in Q2 2021 and held it in 9 quarters. The position peaked at $9.2M in Q4 2021. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Venture Visionary Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Venture Visionary Partners sold 6,665 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $316K.
Venture Visionary Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 9 quarters.
Venture Visionary Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.2M in Q4 2021.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Venture Visionary Partners's 13F filing for Q3 2023, filed 13 Oct 2023.