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

XML Financial’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	-5,358	Closed	-$254K	–	344
2023 Q2	$254K	Sell	5,358 -100	-2%	-$4.77K	0.03%	291
2023 Q1	$261K	Sell	5,458 -106	-2%	-$4.99K	0.03%	282
2022 Q4	$260K	Buy	5,564 +51	+0.9%	+$2.43K	0.03%	281
2022 Q3	$265K	Buy	5,513 +631	+13%	+$31.3K	0.04%	267
2022 Q2	$245K	Buy	4,882 +556	+13%	+$28.1K	0.06%	190
2022 Q1	$222K	Buy	4,326 +200	+5%	+$10.3K	0.03%	294
2021 Q4	$212K	Sell	4,126 -400	-9%	-$20.8K	0.03%	299
2021 Q3	$238K	Buy	4,526 +23	+0.5%	+$1.21K	0.03%	273
2021 Q2	$236K	Buy	4,503 +200	+5%	+$10.4K	0.05%	200
2021 Q1	$222K	Buy	+4,303	New	+$221K	0.05%	194

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

XML Financial's VTIP Position: Q3 2023 in Review

XML Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 5,358 shares — an estimated $254K sold.

XML Financial first reported a position in VTIP in Q1 2021 and held it in 10 quarters. The position peaked at $265K in Q3 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

XML Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
XML Financial sold 5,358 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $254K.
XML Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 10 quarters.
XML Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $265K in Q3 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on XML Financial's 13F filing for Q3 2023, filed 6 Nov 2023.