Arbor Trust Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Arbor Trust Wealth 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
2021 Q1	–	Sell	-4,670	Closed	-$239K	–	99
2020 Q4	$239K	Buy	+4,670	New	+$238K	0.17%	82
2020 Q3	–	Sell	-4,625	Closed	-$232K	–	86
2020 Q2	$232K	Hold	4,625	–	–	0.21%	78
2020 Q1	$225K	Hold	4,625	–	–	0.24%	75
2019 Q4	$228K	Buy	+4,625	New	+$228K	0.2%	80

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Arbor Trust Wealth Advisors's VTIP Position: Q1 2021 in Review

Arbor Trust Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2021, closing a stake of 4,670 shares — an estimated $239K sold.

Arbor Trust Wealth Advisors first reported a position in VTIP in Q4 2019 and held it in 4 quarters. The position peaked at $239K in Q4 2020. 513 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

Arbor Trust Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2021 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 4,670 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2021, an estimated $239K.
Arbor Trust Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 4 quarters.
Arbor Trust Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $239K in Q4 2020.
513 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.