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

Carnick & Kubik’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
2016
Q1 		$1.42M Hold
28,848
– – 0.42% 48
2015
Q4 		$1.4M Buy
28,848
+1,018
+4% +$49.2K 0.9% 34
2015
Q3 		$1.35M Buy
+27,830
New +$1.35M 0.94% 29

Other funds holding VTIP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Carnick & Kubik's VTIP Position: Q1 2016 in Review

Carnick & Kubik held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2016 at 28,848 shares worth $1.42M. The position accounts for 0.42% of the portfolio, ranked #48.

Carnick & Kubik first reported a position in VTIP in Q3 2015 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold VTIP as of Q1 2016.

  • Carnick & Kubik held 28,848 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.42M as of Q1 2016.
  • Carnick & Kubik left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2016.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.42% of Carnick & Kubik's portfolio in Q1 2016, its #48 holding.
  • Carnick & Kubik first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2015 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2016.

Based on Carnick & Kubik's 13F filing for Q1 2016, filed 12 May 2016.