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

Axa’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	–	Sell	-42,640	Closed	-$2.09M	–	1329
2019 Q3	$2.09M	Buy	42,640 +2,010	+5%	+$99.3K	0.01%	856
2019 Q2	$2M	Sell	40,630 -950	-2%	-$46.5K	0.01%	850
2019 Q1	$2.02M	Buy	41,580 +1,670	+4%	+$80.6K	0.01%	852
2018 Q4	$1.91M	Sell	39,910 -330	-0.8%	-$15.9K	0.01%	839
2018 Q3	$1.95M	Buy	40,240 +1,380	+4%	+$67.4K	0.01%	884
2018 Q2	$1.9M	Buy	38,860 +7,864	+25%	+$384K	0.01%	866
2018 Q1	$1.52M	Buy	30,996 +1,500	+5%	+$73.1K	0.01%	913
2017 Q4	$1.44M	Buy	29,496 +1,500	+5%	+$74.2K	0.01%	923
2017 Q3	$1.38M	Buy	27,996 +500	+2%	+$24.7K	0.01%	897
2017 Q2	$1.35M	Sell	27,496 -7,550	-22%	-$373K	0.01%	863
2017 Q1	$1.73M	Buy	35,046 +14,176	+68%	+$699K	0.01%	810
2016 Q4	$1.03M	Buy	20,870 +250	+1%	+$12.4K	﹤0.01%	899
2016 Q3	$1.02M	Buy	20,620 +840	+4%	+$41.5K	﹤0.01%	895
2016 Q2	$979K	Sell	19,780 -70	-0.4%	-$3.44K	﹤0.01%	880
2016 Q1	$975K	Buy	19,850 +1,160	+6%	+$56.2K	﹤0.01%	872
2015 Q4	$904K	Buy	18,690 +2,450	+15%	+$118K	﹤0.01%	932
2015 Q3	$786K	Sell	16,240 -2,950	-15%	-$143K	﹤0.01%	956
2015 Q2	$934K	Sell	19,190 -2,170	-10%	-$106K	﹤0.01%	977
2015 Q1	$1.03M	Buy	21,360 +2,440	+13%	+$118K	﹤0.01%	938
2014 Q4	$913K	Buy	18,920 +1,970	+12%	+$96.9K	﹤0.01%	984
2014 Q3	$837K	Buy	16,950 +3,210	+23%	+$160K	﹤0.01%	952
2014 Q2	$689K	Buy	13,740 +1,380	+11%	+$68.7K	﹤0.01%	1007
2014 Q1	$610K	Buy	12,360 +1,390	+13%	+$68.7K	﹤0.01%	1028
2013 Q4	$541K	Buy	+10,970	New	+$543K	﹤0.01%	1045

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Axa's VTIP Position: Q4 2019 in Review

Axa sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2019, closing a stake of 42,640 shares — an estimated $2.09M sold.

Axa first reported a position in VTIP in Q4 2013 and held it in 24 quarters. The position peaked at $2.09M in Q3 2019. 353 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

Axa reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2019 after selling out during the quarter.
Axa sold 42,640 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $2.09M.
Axa first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2013 and held it in 24 quarters.
Axa's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.09M in Q3 2019.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.