American Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

American Financial 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
2020 Q1	–	Sell	-9,896	Closed	-$486K	–	104
2019 Q4	$486K	Sell	9,896 -114	-1%	-$5.61K	0.09%	58
2019 Q3	$491K	Buy	10,010 +623	+7%	+$30.8K	0.09%	57
2019 Q2	$462K	Buy	+9,387	New	+$460K	0.09%	62

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

American Financial Advisors's VTIP Position: Q1 2020 in Review

American Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 9,896 shares — an estimated $486K sold.

American Financial Advisors first reported a position in VTIP in Q2 2019 and held it in 3 quarters. The position peaked at $491K in Q3 2019. 353 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

American Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
American Financial Advisors sold 9,896 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $486K.
American Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and held it in 3 quarters.
American Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $491K in Q3 2019.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on American Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.