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

Wipfli 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
2022 Q3	$606K	Buy	12,594 +3,394	+37%	+$168K	0.04%	185
2022 Q2	$461K	Buy	+9,200	New	+$465K	0.05%	59

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wipfli Financial Advisors's VTIP Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 37% in Q3 2022, buying an estimated $168K and bringing the position to 12,594 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #185.

Wipfli Financial Advisors first reported a position in VTIP in Q2 2022 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Wipfli Financial Advisors held 12,594 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $606K as of Q3 2022.
Wipfli Financial Advisors bought 3,394 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $168K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #185 holding.
Wipfli Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 2 quarters since.
785 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.