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

Alexandria Capital’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 Q3	$457K	Buy	8,697 +80	+0.9%	+$4.2K	0.04%	188
2021 Q2	$452K	Sell	8,617 -2,454	-22%	-$128K	0.04%	192
2021 Q1	$571K	Sell	11,071 -20	-0.2%	-$1.03K	0.06%	181
2020 Q4	$567K	Buy	11,091 +33	+0.3%	+$1.68K	0.06%	174
2020 Q3	$564K	Sell	11,058 -341	-3%	-$17.3K	0.07%	167
2020 Q2	$572K	Sell	11,399 -1,640	-13%	-$81.5K	0.07%	164
2020 Q1	$635K	Sell	13,039 -106	-0.8%	-$5.2K	0.1%	147
2019 Q4	$648K	Buy	13,145 +51	+0.4%	+$2.51K	0.09%	155
2019 Q3	$642K	Buy	13,094 +116	+0.9%	+$5.73K	0.1%	153
2019 Q2	$640K	Buy	12,978 +45	+0.3%	+$2.2K	0.09%	163
2019 Q1	$630K	Sell	12,933 -762	-6%	-$36.8K	0.09%	163
2018 Q4	$656K	Buy	+13,695	New	+$659K	0.11%	157
2016 Q2	–	Sell	-14	Closed	-$1K	–	655
2016 Q1	$1K	Hold	14	–	–	﹤0.01%	583
2015 Q4	$1K	Hold	14	–	–	﹤0.01%	632
2015 Q3	$1K	Hold	14	–	–	﹤0.01%	576
2015 Q2	$1K	Hold	14	–	–	﹤0.01%	591
2015 Q1	$1K	Hold	14	–	–	﹤0.01%	603
2014 Q4	$1K	Buy	+14	New	+$689	﹤0.01%	563

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

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

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

Alexandria Capital's VTIP Position: Q3 2021 in Review

Alexandria Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.93% in Q3 2021, buying an estimated $4.2K and bringing the position to 8,697 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #188.

Alexandria Capital first reported a position in VTIP in Q4 2014 and has held it in 18 quarters since. The position peaked at $656K in Q4 2018. 615 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

Alexandria Capital held 8,697 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $457K as of Q3 2021.
Alexandria Capital bought 80 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $4.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Alexandria Capital's portfolio in Q3 2021, its #188 holding.
Alexandria Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and has held it in 18 quarters since.
Alexandria Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $656K in Q4 2018.
615 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.