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

WealthSource Partners’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 Q4	$1.81M	Sell	38,128 -1,082	-3%	-$51.3K	0.12%	137
2023 Q3	$1.85M	Sell	39,210 -5,568	-12%	-$263K	0.13%	129
2023 Q2	$2.12M	Buy	44,778 +3,618	+9%	+$172K	0.14%	115
2023 Q1	$1.97M	Buy	41,160 +9,435	+30%	+$444K	0.13%	124
2022 Q4	$1.48M	Sell	31,725 -2,648	-8%	-$126K	0.1%	147
2022 Q3	$1.65M	Buy	34,373 +25,843	+303%	+$1.28M	0.12%	137
2022 Q2	$428K	Buy	+8,530	New	+$431K	0.03%	332

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthSource Partners's VTIP Position: Q4 2023 in Review

WealthSource Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.8% in Q4 2023, selling an estimated $51.3K and leaving 38,128 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #137.

WealthSource Partners first reported a position in VTIP in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.12M in Q2 2023. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

WealthSource Partners held 38,128 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.81M as of Q4 2023.
WealthSource Partners sold 1,082 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $51.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.12% of WealthSource Partners's portfolio in Q4 2023, its #137 holding.
WealthSource Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 7 quarters since.
WealthSource Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.12M in Q2 2023.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.