BSW Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

BSW Wealth Partners’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	-15,829	Closed	-$809K	–	229
2020 Q4	$809K	Hold	15,829	–	–	0.25%	49
2020 Q3	$808K	Hold	15,829	–	–	0.3%	39
2020 Q2	$794K	Sell	15,829 -21	-0.1%	-$1.04K	0.27%	42
2020 Q1	$772K	Sell	15,850 -1,411	-8%	-$69.3K	0.32%	40
2019 Q4	$851K	Hold	17,261	–	–	0.29%	37
2019 Q3	$847K	Buy	17,261 +445	+3%	+$22K	0.33%	34
2019 Q2	$829K	Hold	16,816	–	–	0.31%	38
2019 Q1	$819K	Buy	16,816 +4,216	+33%	+$204K	0.32%	36
2018 Q4	$604K	Buy	+12,600	New	+$606K	0.23%	47

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

BSW Wealth Partners's VTIP Position: Q1 2021 in Review

BSW Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2021, closing a stake of 15,829 shares — an estimated $809K sold.

BSW Wealth Partners first reported a position in VTIP in Q4 2018 and held it in 9 quarters. The position peaked at $851K in Q4 2019. 513 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

BSW Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2021 after selling out during the quarter.
BSW Wealth Partners sold 15,829 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2021, an estimated $809K.
BSW Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 9 quarters.
BSW Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $851K in Q4 2019.
513 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on BSW Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.