20/20 Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

20/20 Capital 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
2021 Q2	$715K	Buy	13,633 +3,589	+36%	+$187K	0.19%	84
2021 Q1	$518K	Sell	10,044 -487	-5%	-$25K	0.15%	97
2020 Q4	$541K	Sell	10,531 -1,975	-16%	-$101K	0.16%	97
2020 Q3	$638K	Buy	12,506 +2,948	+31%	+$150K	0.24%	77
2020 Q2	$485K	Buy	+9,558	New	+$475K	0.19%	84

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

20/20 Capital Management's VTIP Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 36% in Q2 2021, buying an estimated $187K and bringing the position to 13,633 shares worth $715K. The position accounts for 0.19% of the portfolio, ranked #84.

20/20 Capital Management first reported a position in VTIP in Q2 2020 and has held it in 5 quarters since. 578 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

20/20 Capital Management held 13,633 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $715K as of Q2 2021.
20/20 Capital Management bought 3,589 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $187K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.19% of 20/20 Capital Management's portfolio in Q2 2021, its #84 holding.
20/20 Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and has held it in 5 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.