CAMG Solamere Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

CAMG Solamere Management’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 Q3	$2.55M	Buy	48,621 +3,170	+7%	+$166K	2.09%	11
2021 Q2	$2.38M	Buy	45,451 +5,583	+14%	+$291K	2.06%	12
2021 Q1	$2.06M	Buy	39,868 +3,655	+10%	+$188K	1.78%	15
2020 Q4	$1.85M	Sell	36,213 -7,436	-17%	-$378K	1.55%	17
2020 Q3	$2.23M	Buy	43,649 +3,081	+8%	+$156K	1.24%	18
2020 Q2	$2.04M	Buy	40,568 +728	+2%	+$36.2K	1.12%	27
2020 Q1	$1.94M	Sell	39,840 -43,369	-52%	-$2.13M	1.02%	34
2019 Q4	$4.09M	Buy	83,209 +421	+0.5%	+$20.7K	1.89%	21
2019 Q3	$4.06M	Buy	82,788 +308	+0.4%	+$15.2K	2.03%	16
2019 Q2	$4.07M	Sell	82,480 -630	-0.8%	-$30.9K	1.86%	22
2019 Q1	$4.05M	Buy	83,110 +1,535	+2%	+$74.1K	2.01%	16
2018 Q4	$3.9M	Buy	81,575 +2,950	+4%	+$142K	2.18%	15
2018 Q3	$3.8M	Buy	78,625 +9,837	+14%	+$480K	1.94%	17
2018 Q2	$3.36M	Buy	68,788 +12,573	+22%	+$615K	1.65%	21
2018 Q1	$2.75M	Buy	+56,215	New	+$2.74M	1.25%	31

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAMG Solamere Management's VTIP Position: Q3 2021 in Review

CAMG Solamere Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7% in Q3 2021, buying an estimated $166K and bringing the position to 48,621 shares worth $2.55M. The position accounts for 2.09% of the portfolio, ranked #11.

CAMG Solamere Management first reported a position in VTIP in Q1 2018 and has held it in 15 quarters since. The position peaked at $4.09M in Q4 2019. 615 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

CAMG Solamere Management held 48,621 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.55M as of Q3 2021.
CAMG Solamere Management bought 3,170 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $166K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.09% of CAMG Solamere Management's portfolio in Q3 2021, its #11 holding.
CAMG Solamere Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 15 quarters since.
CAMG Solamere Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.09M in Q4 2019.
615 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on CAMG Solamere Management's 13F filing for Q3 2021, filed 12 Nov 2021.