WEG
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World Equity Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

World Equity Group’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 		– Sell
-7,380
Closed -$370K – 359
2022
Q2 		$370K Buy
+7,380
New +$373K 0.09% 223

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

World Equity Group's VTIP Position: Q3 2022 in Review

World Equity Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 7,380 shares — an estimated $370K sold.

World Equity Group first reported a position in VTIP in Q2 2022 and held it in 1 quarter. The position peaked at $370K in Q2 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

  • World Equity Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
  • World Equity Group sold 7,380 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $370K.
  • World Equity Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and held it in 1 quarter.
  • World Equity Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $370K in Q2 2022.
  • 784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on World Equity Group's 13F filing for Q3 2022, filed 6 Sep 2024.