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

WealthSpring 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 Q3	$373K	Buy	7,898 +44	+0.6%	+$2.08K	0.28%	47
2023 Q2	$372K	Buy	7,854 +4	+0.1%	+$191	0.27%	50
2023 Q1	$375K	Hold	7,850	–	–	0.29%	53
2022 Q4	$367K	Buy	7,850 +3,062	+64%	+$146K	0.29%	55
2022 Q3	$230K	Buy	+4,788	New	+$237K	0.2%	68

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

WealthSpring Partners's VTIP Position: Q3 2023 in Review

WealthSpring Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.56% in Q3 2023, buying an estimated $2.08K and bringing the position to 7,898 shares worth $373K. The position accounts for 0.28% of the portfolio, ranked #47.

WealthSpring Partners first reported a position in VTIP in Q3 2022 and has held it in 5 quarters since. The position peaked at $375K in Q1 2023. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

WealthSpring Partners held 7,898 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $373K as of Q3 2023.
WealthSpring Partners bought 44 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $2.08K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.28% of WealthSpring Partners's portfolio in Q3 2023, its #47 holding.
WealthSpring Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 5 quarters since.
WealthSpring Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $375K in Q1 2023.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.