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

Vigilant Capital 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
2023 Q2	$8K	Hold	175	–	–	﹤0.01%	412
2023 Q1	$8K	Hold	175	–	–	﹤0.01%	400
2022 Q4	$8K	Hold	175	–	–	﹤0.01%	418
2022 Q3	$8K	Hold	175	–	–	﹤0.01%	485
2022 Q2	$9K	Hold	175	–	–	﹤0.01%	456
2022 Q1	$9K	Sell	175 -1,043	-86%	-$53.5K	﹤0.01%	459
2021 Q4	$63K	Hold	1,218	–	–	﹤0.01%	289
2021 Q3	$64K	Hold	1,218	–	–	0.01%	236
2021 Q2	$64K	Hold	1,218	–	–	0.01%	239
2021 Q1	$63K	Sell	1,218 -2,888	-70%	-$148K	0.01%	225
2020 Q4	$210K	Buy	4,106 +3,556	+647%	+$181K	0.02%	129
2020 Q3	$28K	Hold	550	–	–	﹤0.01%	260
2020 Q2	$28K	Hold	550	–	–	﹤0.01%	239
2020 Q1	$27K	Sell	550 -1,641	-75%	-$80.6K	﹤0.01%	239
2019 Q4	$108K	Sell	2,191 -50	-2%	-$2.46K	0.01%	196
2019 Q3	$110K	Hold	2,241	–	–	0.01%	183
2019 Q2	$111K	Sell	2,241 -225	-9%	-$11K	0.01%	169
2019 Q1	$120K	Sell	2,466 -470	-16%	-$22.7K	0.02%	164
2018 Q4	$141K	Hold	2,936	–	–	0.02%	155
2018 Q3	$142K	Sell	2,936 -10,824	-79%	-$528K	0.02%	165
2018 Q2	$672K	Sell	13,760 -1,393	-9%	-$68.1K	0.1%	64
2018 Q1	$741K	Sell	15,153 -155,006	-91%	-$7.55M	0.11%	69
2017 Q4	$8.31M	Buy	170,159 +17,852	+12%	+$883K	1.09%	43
2017 Q3	$7.53M	Buy	152,307 +8,481	+6%	+$419K	1.12%	43
2017 Q2	$7.08M	Buy	143,826 +17,327	+14%	+$856K	1.15%	46
2017 Q1	$6.26M	Buy	126,499 +2,605	+2%	+$128K	1.09%	45
2016 Q4	$6.09M	Buy	123,894 +2,030	+2%	+$100K	1.07%	47
2016 Q3	$6.05M	Buy	+121,864	New	+$6.02M	1.07%	47
2015 Q2	–	Sell	-1,100	Closed	-$53K	–	289
2015 Q1	$53K	Hold	1,100	–	–	0.01%	171
2014 Q4	$53K	Hold	1,100	–	–	0.01%	184
2014 Q3	$54K	Hold	1,100	–	–	0.01%	151
2014 Q2	$55K	Hold	1,100	–	–	0.01%	145
2014 Q1	$54K	Hold	1,100	–	–	0.01%	152
2013 Q4	$54K	Hold	1,100	–	–	0.01%	145
2013 Q3	$54K	Hold	1,100	–	–	0.02%	127
2013 Q2	$54K	Buy	+1,100	New	+$54.8K	0.02%	130

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

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

Vigilant Capital Management's VTIP Position: Q2 2023 in Review

Vigilant Capital Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2023 at 175 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Vigilant Capital Management first reported a position in VTIP in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.31M in Q4 2017. 765 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Vigilant Capital Management held 175 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8K as of Q2 2023.
Vigilant Capital Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #412 holding.
Vigilant Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 36 quarters since.
Vigilant Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.31M in Q4 2017.
765 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.