Vestmark Advisory Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Vestmark Advisory Solutions’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 Q1	–	Sell	-6,232	Closed	-$291K	–	905
2022 Q4	$291K	Sell	6,232 -8,949	-59%	-$426K	0.01%	685
2022 Q3	$730K	Sell	15,181 -9,917	-40%	-$491K	0.04%	459
2022 Q2	$1.26M	Sell	25,098 -6,411	-20%	-$324K	0.07%	312
2022 Q1	$1.61M	Sell	31,509 -12,850	-29%	-$659K	0.09%	279
2021 Q4	$2.28M	Sell	44,359 -614	-1%	-$32K	0.13%	207
2021 Q3	$2.37M	Buy	44,973 +4,280	+11%	+$225K	0.16%	164
2021 Q2	$2.13M	Buy	40,693 +16,147	+66%	+$842K	0.15%	174
2021 Q1	$1.26M	Buy	24,546 +16,204	+194%	+$833K	0.11%	245
2020 Q4	$426K	Buy	8,342 +323	+4%	+$16.4K	0.05%	393
2020 Q3	$409K	Buy	+8,019	New	+$407K	0.05%	361

Other funds holding VTIP

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vestmark Advisory Solutions's VTIP Position: Q1 2023 in Review

Vestmark Advisory Solutions sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 6,232 shares — an estimated $291K sold.

Vestmark Advisory Solutions first reported a position in VTIP in Q3 2020 and held it in 10 quarters. The position peaked at $2.37M in Q3 2021. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Vestmark Advisory Solutions reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 6,232 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $291K.
Vestmark Advisory Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 10 quarters.
Vestmark Advisory Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.37M in Q3 2021.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2023, filed 9 May 2023.