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

Ellenbecker Investment 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
2019 Q2	–	Sell	-7,846	Closed	-$382K	–	58
2019 Q1	$382K	Sell	7,846 -11,102	-59%	-$536K	0.24%	37
2018 Q4	$908K	Sell	18,948 -316	-2%	-$15.2K	0.71%	20
2018 Q3	$931K	Buy	19,264 +368	+2%	+$18K	0.69%	20
2018 Q2	$923K	Buy	18,896 +178	+1%	+$8.7K	0.73%	19
2018 Q1	$915K	Buy	18,718 +697	+4%	+$34K	0.76%	20
2017 Q4	$880K	Buy	+18,021	New	+$891K	0.74%	21

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellenbecker Investment Group's VTIP Position: Q2 2019 in Review

Ellenbecker Investment Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2019, closing a stake of 7,846 shares — an estimated $382K sold.

Ellenbecker Investment Group first reported a position in VTIP in Q4 2017 and held it in 6 quarters. The position peaked at $931K in Q3 2018. 328 funds tracked by Wall St. Rank hold VTIP as of Q2 2019.

Ellenbecker Investment Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2019 after selling out during the quarter.
Ellenbecker Investment Group sold 7,846 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2019, an estimated $382K.
Ellenbecker Investment Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 6 quarters.
Ellenbecker Investment Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $931K in Q3 2018.
328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2019.

Based on Ellenbecker Investment Group's 13F filing for Q2 2019, filed 5 Jul 2019.