CAG
VTIP icon

Compass Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Compass Advisory Group’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 		– Sell
-7,813
Closed -$409K – 55
2021
Q2 		$409K Hold
7,813
– – 0.25% 35
2021
Q1 		$403K Buy
7,813
+1,763
+29% +$90.6K 0.27% 36
2020
Q4 		$309K Buy
+6,050
New +$308K 0.24% 34

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Advisory Group's VTIP Position: Q3 2021 in Review

Compass Advisory Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2021, closing a stake of 7,813 shares — an estimated $409K sold.

Compass Advisory Group first reported a position in VTIP in Q4 2020 and held it in 3 quarters. The position peaked at $409K in Q2 2021. 615 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

  • Compass Advisory Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2021 after selling out during the quarter.
  • Compass Advisory Group sold 7,813 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $409K.
  • Compass Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 3 quarters.
  • Compass Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $409K in Q2 2021.
  • 615 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on Compass Advisory Group's 13F filing for Q3 2021, filed 9 Nov 2021.