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

AdvicePeriod’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	$3.59M	Buy	68,557 +4,569	+7%	+$238K	0.23%	50
2021 Q1	$3.3M	Buy	63,988 +2,904	+5%	+$149K	0.23%	48
2020 Q4	$3.12M	Sell	61,084 -3,176	-5%	-$162K	0.24%	48
2020 Q3	$3.28M	Buy	64,260 +1,518	+2%	+$77K	0.3%	46
2020 Q2	$3.15M	Sell	62,742 -162	-0.3%	-$8.05K	0.34%	46
2020 Q1	$3.06M	Sell	62,904 -4,737	-7%	-$233K	0.32%	50
2019 Q4	$3.33M	Buy	67,641 +4,370	+7%	+$215K	0.29%	49
2019 Q3	$3.1M	Buy	63,271 +1,503	+2%	+$74.3K	0.29%	49
2019 Q2	$3.05M	Sell	61,768 -1,121	-2%	-$54.9K	0.29%	49
2019 Q1	$3.06M	Sell	62,889 -2,168	-3%	-$105K	0.29%	48
2018 Q4	$3.12M	Sell	65,057 -4,827	-7%	-$232K	0.35%	44
2018 Q3	$3.38M	Buy	69,884 +47,165	+208%	+$2.3M	0.37%	40
2018 Q2	$1.11M	Buy	22,719 +6,440	+40%	+$315K	0.18%	46
2018 Q1	$796K	Buy	16,279 +637	+4%	+$31K	0.14%	49
2017 Q4	$764K	Buy	+15,642	New	+$774K	0.15%	48

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

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

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

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

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

AdvicePeriod's VTIP Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.1% in Q2 2021, buying an estimated $238K and bringing the position to 68,557 shares worth $3.59M. The position accounts for 0.23% of the portfolio, ranked #50.

AdvicePeriod first reported a position in VTIP in Q4 2017 and has held it in 15 quarters since. 578 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

AdvicePeriod held 68,557 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.59M as of Q2 2021.
AdvicePeriod bought 4,569 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $238K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.23% of AdvicePeriod's portfolio in Q2 2021, its #50 holding.
AdvicePeriod first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 15 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.