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

Zhang 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 Q1	–	Sell	-4,534	Closed	-$212K	–	236
2022 Q4	$212K	Sell	4,534 -204	-4%	-$9.72K	0.03%	218
2022 Q3	$228K	Sell	4,738 -3,907	-45%	-$194K	0.03%	195
2022 Q2	$433K	Sell	8,645 -339	-4%	-$17.1K	0.07%	143
2022 Q1	$460K	Buy	8,984 +2,538	+39%	+$130K	0.08%	139
2021 Q4	$331K	Buy	6,446 +375	+6%	+$19.5K	0.06%	160
2021 Q3	$319K	Buy	6,071 +315	+5%	+$16.5K	0.07%	124
2021 Q2	$302K	Hold	5,756	–	–	0.07%	104
2021 Q1	$297K	Buy	+5,756	New	+$296K	0.08%	98
2019 Q3	–	Sell	-4,297	Closed	-$212K	–	92
2019 Q2	$212K	Sell	4,297 -409	-9%	-$20K	0.09%	84
2019 Q1	$229K	Hold	4,706	–	–	0.1%	76
2018 Q4	$226K	Sell	4,706 -607	-11%	-$29.2K	0.11%	75
2018 Q3	$257K	Hold	5,313	–	–	0.12%	67
2018 Q2	$259K	Hold	5,313	–	–	0.13%	66
2018 Q1	$260K	Hold	5,313	–	–	0.14%	65
2017 Q4	$259K	Hold	5,313	–	–	0.13%	68
2017 Q3	$263K	Hold	5,313	–	–	0.13%	67
2017 Q2	$261K	Hold	5,313	–	–	0.14%	66
2017 Q1	$259K	Hold	5,313	–	–	0.13%	65
2016 Q4	$262K	Hold	5,313	–	–	0.14%	62
2016 Q3	$264K	Hold	5,313	–	–	0.14%	65
2016 Q2	$263K	Hold	5,313	–	–	0.14%	66
2016 Q1	$261K	Hold	5,313	–	–	0.15%	63
2015 Q4	$257K	Sell	5,313 -582	-10%	-$28.1K	0.15%	65
2015 Q3	$285K	Buy	5,895 +119	+2%	+$5.76K	0.18%	56
2015 Q2	$281K	Sell	5,776 -1,011	-15%	-$49.2K	0.18%	57
2015 Q1	$329K	Hold	6,787	–	–	0.21%	49
2014 Q4	$327K	Sell	6,787 -202	-3%	-$9.94K	0.21%	49
2014 Q3	$345K	Buy	6,989 +1,011	+17%	+$50.4K	0.24%	45
2014 Q2	$300K	Buy	+5,978	New	+$297K	0.2%	49

Other funds holding VTIP

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zhang Financial's VTIP Position: Q1 2023 in Review

Zhang Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 4,534 shares — an estimated $212K sold.

Zhang Financial first reported a position in VTIP in Q2 2014 and held it in 29 quarters. The position peaked at $460K in Q1 2022. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Zhang Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Zhang Financial sold 4,534 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $212K.
Zhang Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2014 and held it in 29 quarters.
Zhang Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $460K in Q1 2022.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Zhang Financial's 13F filing for Q1 2023, filed 11 May 2023.