Brouwer & Janachowski’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Brouwer & Janachowski’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
2018 Q4	–	Sell	-668,982	Closed	-$32.4M	–	53
2018 Q3	$32.4M	Sell	668,982 -32,396	-5%	-$1.58M	5.75%	7
2018 Q2	$34.3M	Sell	701,378 -108,155	-13%	-$5.29M	6.57%	6
2018 Q1	$39.6M	Sell	809,533 -209,182	-21%	-$10.2M	7.83%	5
2017 Q4	$49.7M	Sell	1,018,715 -6,590	-0.6%	-$326K	9.34%	3
2017 Q3	$50.7M	Sell	1,025,305 -3,767	-0.4%	-$186K	9.82%	3
2017 Q2	$50.7M	Buy	1,029,072 +45,179	+5%	+$2.23M	10.36%	3
2017 Q1	$48.7M	Buy	983,893 +44,358	+5%	+$2.19M	10.62%	3
2016 Q4	$46.2M	Buy	939,535 +59,955	+7%	+$2.96M	10.88%	1
2016 Q3	$43.7M	Buy	879,580 +127,055	+17%	+$6.28M	10.94%	3
2016 Q2	$37.2M	Buy	752,525 +87,573	+13%	+$4.3M	10.17%	4
2016 Q1	$32.7M	Buy	+664,952	New	+$32.2M	11.14%	2

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brouwer & Janachowski's VTIP Position: Q4 2018 in Review

Brouwer & Janachowski sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2018, closing a stake of 668,982 shares — an estimated $32.4M sold.

Brouwer & Janachowski first reported a position in VTIP in Q1 2016 and held it in 11 quarters. The position peaked at $50.7M in Q3 2017. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

Brouwer & Janachowski reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2018 after selling out during the quarter.
Brouwer & Janachowski sold 668,982 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $32.4M.
Brouwer & Janachowski first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and held it in 11 quarters.
Brouwer & Janachowski's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $50.7M in Q3 2017.
312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on Brouwer & Janachowski's 13F filing for Q4 2018, filed 11 Feb 2019.