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

Acorn Wealth 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
2018 Q3	–	Sell	-1,198	Closed	-$59K	–	440
2018 Q2	$59K	Buy	1,198 +7	+0.6%	+$342	0.05%	247
2018 Q1	$58K	Sell	1,191 -720	-38%	-$35.1K	0.05%	242
2017 Q4	$93K	Buy	+1,911	New	+$94.5K	0.08%	179

Other funds holding VTIP

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Acorn Wealth Advisors's VTIP Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2018, closing a stake of 1,198 shares — an estimated $59K sold.

Acorn Wealth Advisors first reported a position in VTIP in Q4 2017 and held it in 3 quarters. The position peaked at $93K in Q4 2017. 295 funds tracked by Wall St. Rank hold VTIP as of Q3 2018.

Acorn Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,198 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2018, an estimated $59K.
Acorn Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $93K in Q4 2017.
295 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.