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

WealthPlan Investment 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 Q1	–	Sell	-10,192	Closed	-$479K	–	579
2022 Q4	$479K	Sell	10,192 -1,743	-15%	-$83.1K	0.03%	260
2022 Q3	$573K	Buy	+11,935	New	+$591K	0.04%	228
2022 Q1	$605K	Buy	+11,945	New	+$613K	0.04%	227

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

WealthPlan Investment Management's VTIP Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 10,192 shares — an estimated $479K sold.

WealthPlan Investment Management first reported a position in VTIP in Q1 2022 and held it in 3 quarters. The position peaked at $605K in Q1 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

WealthPlan Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
WealthPlan Investment Management sold 10,192 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $479K.
WealthPlan Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 3 quarters.
WealthPlan Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $605K in Q1 2022.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.