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

Costello Asset 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 Q2	–	Sell	-21	Closed	-$1K	–	258
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	246
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	237
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	229
2020 Q2	$1K	Buy	+21	New	+$1.04K	﹤0.01%	219

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

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

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

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

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

Costello Asset Management's VTIP Position: Q2 2021 in Review

Costello Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2021, closing a stake of 21 shares — an estimated $1K sold.

Costello Asset Management first reported a position in VTIP in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 577 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

Costello Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2021 after selling out during the quarter.
Costello Asset Management sold 21 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $1K.
Costello Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 4 quarters.
Costello Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1K in Q1 2021.
577 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Costello Asset Management's 13F filing for Q2 2021, filed 5 Aug 2021.