AIA
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Alera Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-276
Closed -$13K – 990
2019
Q1 		$13K Buy
+276
New +$13.3K 0.01% 407

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alera Investment Advisors's VTIP Position: Q2 2019 in Review

Alera Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2019, closing a stake of 276 shares — an estimated $13K sold.

Alera Investment Advisors first reported a position in VTIP in Q1 2019 and held it in 1 quarter. The position peaked at $13K in Q1 2019. 328 funds tracked by Wall St. Rank hold VTIP as of Q2 2019.

  • Alera Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 276 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2019, an estimated $13K.
  • Alera Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13K in Q1 2019.
  • 328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.