Wellspring Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wellspring Financial Advisors’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	–	Sell	-5,619	Closed	-$266K	–	145
2023 Q3	$266K	Sell	5,619 -232	-4%	-$11K	0.08%	93
2023 Q2	$277K	Sell	5,851 -51,808	-90%	-$2.47M	0.08%	84
2023 Q1	$2.76M	Sell	57,659 -1,100	-2%	-$51.8K	0.82%	29
2022 Q4	$2.74M	Buy	58,759 +465	+0.8%	+$22.2K	0.91%	26
2022 Q3	$2.81M	Buy	58,294 +1,996	+4%	+$98.9K	1.04%	25
2022 Q2	$2.82M	Sell	56,298 -8,024	-12%	-$406K	0.98%	26
2022 Q1	$3.29M	Buy	64,322 +1,926	+3%	+$98.8K	0.97%	23
2021 Q4	$3.21M	Buy	62,396 +1,298	+2%	+$67.6K	0.89%	25
2021 Q3	$3.21M	Buy	61,098 +2,887	+5%	+$151K	0.97%	24
2021 Q2	$3.05M	Buy	+58,211	New	+$3.03M	0.96%	28
2021 Q1	–	Sell	-9,069	Closed	-$463K	–	108
2020 Q4	$463K	Buy	+9,069	New	+$462K	0.16%	57

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

Wellspring Financial Advisors's VTIP Position: Q4 2023 in Review

Wellspring Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 5,619 shares — an estimated $266K sold.

Wellspring Financial Advisors first reported a position in VTIP in Q4 2020 and held it in 11 quarters. The position peaked at $3.29M in Q1 2022. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Wellspring Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Wellspring Financial Advisors sold 5,619 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $266K.
Wellspring Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 11 quarters.
Wellspring Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.29M in Q1 2022.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Wellspring Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.