Capital One Investing’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Capital One Investing’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 Q3	$12.1M	Buy	247,668 +30,385	+14%	+$1.5M	2.82%	6
2019 Q2	$10.7M	Buy	217,283 +19,801	+10%	+$970K	2.63%	7
2019 Q1	$9.61M	Buy	197,482 +6,126	+3%	+$296K	2.56%	7
2018 Q4	$9.17M	Buy	+191,356	New	+$9.21M	3.24%	7

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 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

Capital One Investing's VTIP Position: Q3 2019 in Review

Capital One Investing increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2019, buying an estimated $1.5M and bringing the position to 247,668 shares worth $12.1M. The position accounts for 2.82% of the portfolio, ranked #6.

Capital One Investing first reported a position in VTIP in Q4 2018 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold VTIP as of Q3 2019.

Capital One Investing held 247,668 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $12.1M as of Q3 2019.
Capital One Investing bought 30,385 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2019, an estimated $1.5M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.82% of Capital One Investing's portfolio in Q3 2019, its #6 holding.
Capital One Investing first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 4 quarters since.
326 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.