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

Verity Asset 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
2022 Q1	$298K	Sell	5,805 -278,303	-98%	-$14.3M	0.19%	153
2021 Q4	$14.6M	Buy	284,108 +57,686	+25%	+$3M	8.63%	2
2021 Q3	$11.9M	Buy	226,422 +633	+0.3%	+$33.2K	7.71%	2
2021 Q2	$11.8M	Buy	225,789 +25,352	+13%	+$1.32M	6.48%	2
2021 Q1	$10.3M	Buy	200,437 +2,735	+1%	+$141K	6.16%	2
2020 Q4	$10.1M	Buy	+197,702	New	+$10.1M	7.04%	1
2016 Q3	$1.32M	Sell	26,675 -40,092	-60%	-$1.98M	1.23%	25
2016 Q2	$3.3M	Buy	66,767 +26,590	+66%	+$1.31M	3.27%	6
2016 Q1	$1.97M	Buy	+40,177	New	+$1.95M	2.23%	16

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

Verity Asset Management's VTIP Position: Q1 2022 in Review

Verity Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 98% in Q1 2022, selling an estimated $14.3M and leaving 5,805 shares worth $298K. The position accounts for 0.19% of the portfolio, ranked #153.

Verity Asset Management first reported a position in VTIP in Q1 2016 and has held it in 9 quarters since. The position peaked at $14.6M in Q4 2021. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Verity Asset Management held 5,805 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $298K as of Q1 2022.
Verity Asset Management sold 278,303 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $14.3M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.19% of Verity Asset Management's portfolio in Q1 2022, its #153 holding.
Verity Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and has held it in 9 quarters since.
Verity Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14.6M in Q4 2021.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Verity Asset Management's 13F filing for Q1 2022, filed 12 May 2022.