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

Brightworth’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
Q1 		– Sell
-4,900
Closed -$235K – 101
2018
Q4 		$235K Buy
+4,900
New +$236K 0.05% 82

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Brightworth's VTIP Position: Q1 2019 in Review

Brightworth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2019, closing a stake of 4,900 shares — an estimated $235K sold.

Brightworth first reported a position in VTIP in Q4 2018 and held it in 1 quarter. The position peaked at $235K in Q4 2018. 328 funds tracked by Wall St. Rank hold VTIP as of Q1 2019.

  • Brightworth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2019 after selling out during the quarter.
  • Brightworth sold 4,900 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2019, an estimated $235K.
  • Brightworth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 1 quarter.
  • Brightworth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $235K in Q4 2018.
  • 328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2019.

Based on Brightworth's 13F filing for Q1 2019, filed 26 Apr 2019.