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

Westover Capital 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 Q1	–	Sell	-85,298	Closed	-$3.98M	–	166
2022 Q4	$3.98M	Sell	85,298 -11,573	-12%	-$551K	1.57%	18
2022 Q3	$4.66M	Sell	96,871 -521	-0.5%	-$25.8K	1.78%	10
2022 Q2	$4.88M	Buy	97,392 +6,856	+8%	+$347K	1.8%	11
2022 Q1	$4.64M	Sell	90,536 -1,154	-1%	-$59.2K	1.45%	17
2021 Q4	$4.71M	Buy	91,690 +7,593	+9%	+$395K	1.37%	21
2021 Q3	$4.42M	Buy	84,097 +1,194	+1%	+$62.6K	1.38%	22
2021 Q2	$4.34M	Buy	82,903 +535	+0.6%	+$27.9K	1.39%	22
2021 Q1	$4.25M	Buy	+82,368	New	+$4.24M	1.46%	23
2017 Q4	–	Sell	-20,058	Closed	-$992K	–	127
2017 Q3	$992K	Buy	20,058 +441	+2%	+$21.8K	0.58%	52
2017 Q2	$966K	Sell	19,617 -471	-2%	-$23.3K	0.64%	50
2017 Q1	$994K	Buy	20,088 +3,243	+19%	+$160K	0.66%	50
2016 Q4	$828K	Sell	16,845 -220	-1%	-$10.9K	0.59%	51
2016 Q3	$847K	Sell	17,065 -1,953	-10%	-$96.5K	0.63%	54
2016 Q2	$941K	Sell	19,018 -294	-2%	-$14.4K	0.77%	44
2016 Q1	$949K	Sell	19,312 -391	-2%	-$19K	0.8%	43
2015 Q4	$953K	Sell	19,703 -34	-0.2%	-$1.64K	0.79%	42
2015 Q3	$955K	Sell	19,737 -389	-2%	-$18.8K	0.82%	40
2015 Q2	$980K	Sell	20,126 -481	-2%	-$23.4K	0.78%	42
2015 Q1	$999K	Sell	20,607 -33	-0.2%	-$1.6K	0.81%	40
2014 Q4	$996K	Sell	20,640 -18	-0.1%	-$885	0.85%	40
2014 Q3	$1.02M	Sell	20,658 -57	-0.3%	-$2.84K	0.83%	42
2014 Q2	$1.04M	Buy	20,715 +15,257	+280%	+$759K	0.88%	45
2014 Q1	$269K	Buy	+5,458	New	+$270K	0.25%	72

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

Westover Capital Advisors's VTIP Position: Q1 2023 in Review

Westover Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 85,298 shares — an estimated $3.98M sold.

Westover Capital Advisors first reported a position in VTIP in Q1 2014 and held it in 23 quarters. The position peaked at $4.88M in Q2 2022. 776 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Westover Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Westover Capital Advisors sold 85,298 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $3.98M.
Westover Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2014 and held it in 23 quarters.
Westover Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.88M in Q2 2022.
776 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Westover Capital Advisors's 13F filing for Q1 2023, filed 22 May 2023.