Carroll Financial Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Carroll Financial Associates’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 Q4	$135K	Buy	2,636 +95	+4%	+$4.94K	0.01%	464
2021 Q3	$133K	Hold	2,541	–	–	0.01%	475
2021 Q2	$133K	Sell	2,541 -160	-6%	-$8.34K	0.01%	512
2021 Q1	$139K	Buy	2,701 +72	+3%	+$3.7K	0.01%	487
2020 Q4	$134K	Sell	2,629 -223	-8%	-$11.3K	0.01%	460
2020 Q3	$145K	Buy	2,852 +311	+12%	+$15.8K	0.01%	406
2020 Q2	$127K	Sell	2,541 -12	-0.5%	-$596	0.01%	424
2020 Q1	$124K	Buy	2,553 +6	+0.2%	+$295	0.01%	385
2019 Q4	$125K	Hold	2,547	–	–	0.01%	460
2019 Q3	$124K	Hold	2,547	–	–	0.01%	461
2019 Q2	$125K	Buy	2,547 +6	+0.2%	+$294	0.01%	445
2019 Q1	$123K	Hold	2,541	–	–	0.01%	400
2018 Q4	$121K	Hold	2,541	–	–	0.01%	340
2018 Q3	$122K	Hold	2,541	–	–	0.01%	349
2018 Q2	$124K	Hold	2,541	–	–	0.01%	339
2018 Q1	$124K	Buy	2,541 +859	+51%	+$41.8K	0.01%	342
2017 Q4	$82K	Hold	1,682	–	–	0.01%	410
2017 Q3	$83K	Hold	1,682	–	–	0.01%	404
2017 Q2	$82K	Hold	1,682	–	–	0.01%	412
2017 Q1	$83K	Hold	1,682	–	–	0.01%	390
2016 Q4	$82K	Hold	1,682	–	–	0.01%	381
2016 Q3	$83K	Buy	1,682 +1,200	+249%	+$59.3K	0.01%	381
2016 Q2	$23K	Hold	482	–	–	﹤0.01%	592
2016 Q1	$23K	Buy	+482	New	+$23.4K	﹤0.01%	584

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Carroll Financial Associates's VTIP Position: Q4 2021 in Review

Carroll Financial Associates increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.7% in Q4 2021, buying an estimated $4.94K and bringing the position to 2,636 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #464.

Carroll Financial Associates first reported a position in VTIP in Q1 2016 and has held it in 24 quarters since. The position peaked at $145K in Q3 2020. 746 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

Carroll Financial Associates held 2,636 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $135K as of Q4 2021.
Carroll Financial Associates bought 95 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $4.94K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #464 holding.
Carroll Financial Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and has held it in 24 quarters since.
Carroll Financial Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $145K in Q3 2020.
746 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.