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AG
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
$1.9T AUM
41.92%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
VA
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
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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