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Diversified Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Diversified Trust’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
2017
Q2 		– Sell
-80,635
Closed -$3.99M – 302
2017
Q1 		$3.99M Buy
80,635
+69,771
+642% +$3.44M 0.31% 33
2016
Q4 		$534K Buy
+10,864
New +$537K 0.05% 138

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Diversified Trust's VTIP Position: Q2 2017 in Review

Diversified Trust sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2017, closing a stake of 80,635 shares — an estimated $3.99M sold.

Diversified Trust first reported a position in VTIP in Q4 2016 and held it in 2 quarters. The position peaked at $3.99M in Q1 2017. 199 funds tracked by Wall St. Rank hold VTIP as of Q2 2017.

  • Diversified Trust reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2017 after selling out during the quarter.
  • Diversified Trust sold 80,635 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2017, an estimated $3.99M.
  • Diversified Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and held it in 2 quarters.
  • Diversified Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.99M in Q1 2017.
  • 199 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2017.

Based on Diversified Trust's 13F filing for Q2 2017, filed 18 Jul 2017.