Veritable’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Veritable’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	-32,811	Closed	-$1.56M	–	805
2023 Q2	$1.56M	Buy	32,811 +7,935	+32%	+$378K	0.02%	282
2023 Q1	$1.19M	Sell	24,876 -6,930	-22%	-$326K	0.02%	332
2022 Q4	$1.49M	Sell	31,806 -70,155	-69%	-$3.34M	0.03%	279
2022 Q3	$4.91M	Sell	101,961 -59,795	-37%	-$2.96M	0.1%	112
2022 Q2	$8.11M	Sell	161,756 -93,657	-37%	-$4.74M	0.15%	80
2022 Q1	$13.1M	Buy	255,413 +11,859	+5%	+$608K	0.2%	65
2021 Q4	$12.5M	Sell	243,554 -213,031	-47%	-$11.1M	0.19%	67
2021 Q3	$24M	Buy	456,585 +174,887	+62%	+$9.17M	0.39%	33
2021 Q2	$14.8M	Sell	281,698 -39,872	-12%	-$2.08M	0.24%	52
2021 Q1	$16.6M	Buy	321,570 +133,830	+71%	+$6.88M	0.28%	40
2020 Q4	$9.59M	Sell	187,740 -38,770	-17%	-$1.97M	0.18%	72
2020 Q3	$11.6M	Buy	226,510 +219,110	+2,961%	+$11.1M	0.23%	56
2020 Q2	$371K	Hold	7,400	–	–	0.01%	538
2020 Q1	$361K	Sell	7,400 -19,992	-73%	-$982K	0.01%	512
2019 Q4	$1.35M	Buy	27,392 +2,579	+10%	+$127K	0.02%	302
2019 Q3	$1.22M	Sell	24,813 -7,435	-23%	-$367K	0.02%	314
2019 Q2	$1.59M	Sell	32,248 -2,573	-7%	-$126K	0.03%	248
2019 Q1	$1.7M	Hold	34,821	–	–	0.03%	240
2018 Q4	$1.67M	Buy	34,821 +3,934	+13%	+$189K	0.04%	227
2018 Q3	$1.49M	Buy	30,887 +8,902	+40%	+$435K	0.03%	272
2018 Q2	$1.07M	Buy	+21,985	New	+$1.07M	0.02%	319

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Veritable's VTIP Position: Q3 2023 in Review

Veritable sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 32,811 shares — an estimated $1.56M sold.

Veritable first reported a position in VTIP in Q2 2018 and held it in 21 quarters. The position peaked at $24M in Q3 2021. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Veritable reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Veritable sold 32,811 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $1.56M.
Veritable first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and held it in 21 quarters.
Veritable's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $24M in Q3 2021.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.