Wilbanks Smith & Thomas Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q3	–	Sell	-4,512	Closed	-$214K	–	528
2023 Q2	$214K	Buy	4,512 +1	+0%	+$48	0.01%	483
2023 Q1	$216K	Hold	4,511	–	–	0.01%	477
2022 Q4	$211K	Buy	4,511 +25	+0.6%	+$1.19K	0.01%	466
2022 Q3	$216K	Sell	4,486 -48,801	-92%	-$2.42M	0.01%	434
2022 Q2	$2.67M	Buy	53,287 +3,875	+8%	+$196K	0.11%	130
2022 Q1	$2.49M	Sell	49,412 -985	-2%	-$50.5K	0.1%	135
2021 Q4	$2.59M	Buy	+50,397	New	+$2.62M	0.09%	144

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

Wilbanks Smith & Thomas Asset Management's VTIP Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 4,512 shares — an estimated $214K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VTIP in Q4 2021 and held it in 7 quarters. The position peaked at $2.67M in Q2 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,512 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $214K.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.67M in Q2 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.