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

Boston 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	-4,182	Closed	-$204K	–	669
2019 Q1	$204K	Sell	4,182 -256	-6%	-$12.4K	0.01%	616
2018 Q4	$213K	Sell	4,438 -1,351	-23%	-$65K	0.01%	598
2018 Q3	$280K	Buy	5,789 +133	+2%	+$6.49K	0.01%	568
2018 Q2	$276K	Sell	5,656 -30	-0.5%	-$1.47K	0.01%	590
2018 Q1	$278K	Buy	+5,686	New	+$277K	0.01%	574

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Advisors's VTIP Position: Q2 2019 in Review

Boston Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2019, closing a stake of 4,182 shares — an estimated $204K sold.

Boston Advisors first reported a position in VTIP in Q1 2018 and held it in 5 quarters. The position peaked at $280K in Q3 2018. 328 funds tracked by Wall St. Rank hold VTIP as of Q2 2019.

Boston Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2019 after selling out during the quarter.
Boston Advisors sold 4,182 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2019, an estimated $204K.
Boston Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 5 quarters.
Boston Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $280K in Q3 2018.
328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2019.

Based on Boston Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.