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

Advisor Group’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
2019 Q4	$4.41M	Sell	89,461 -250	-0.3%	-$12.3K	0.03%	453
2019 Q3	$4.4M	Buy	89,711 +2,895	+3%	+$143K	0.03%	457
2019 Q2	$4.28M	Buy	86,816 +23,680	+38%	+$1.16M	0.03%	453
2019 Q1	$3.08M	Sell	63,136 -4,866	-7%	-$235K	0.03%	539
2018 Q4	$3.26M	Buy	68,002 +25,295	+59%	+$1.22M	0.03%	440
2018 Q3	$2.07M	Buy	42,707 +10,075	+31%	+$492K	0.02%	625
2018 Q2	$1.59M	Buy	32,632 +5,234	+19%	+$256K	0.02%	634
2018 Q1	$1.34M	Buy	27,398 +8,755	+47%	+$426K	0.02%	724
2017 Q4	$910K	Buy	18,643 +4,547	+32%	+$225K	0.01%	948
2017 Q3	$696K	Buy	14,096 +1,982	+16%	+$97.9K	0.01%	1010
2017 Q2	$597K	Sell	12,114 -6,030	-33%	-$298K	0.01%	1041
2017 Q1	$898K	Buy	18,144 +487	+3%	+$24K	0.02%	763
2016 Q4	$869K	Buy	17,657 +7,142	+68%	+$353K	0.02%	718
2016 Q3	$522K	Buy	10,515 +1,321	+14%	+$65.3K	0.01%	951
2016 Q2	$453K	Buy	+9,194	New	+$452K	0.01%	969

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

TAIM

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

Advisor Group's VTIP Position: Q4 2019 in Review

Advisor Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.28% in Q4 2019, selling an estimated $12.3K and leaving 89,461 shares worth $4.41M. The position accounts for 0.03% of the portfolio, ranked #453.

Advisor Group first reported a position in VTIP in Q2 2016 and has held it in 15 quarters since. 353 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

Advisor Group held 89,461 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.41M as of Q4 2019.
Advisor Group sold 250 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $12.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Advisor Group's portfolio in Q4 2019, its #453 holding.
Advisor Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and has held it in 15 quarters since.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.