Ferris Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ferris Capital’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
2022 Q1	$4.08M	Buy	79,660 +2,856	+4%	+$146K	0.93%	25
2021 Q4	$3.95M	Buy	76,804 +4,468	+6%	+$233K	0.86%	26
2021 Q3	$3.79M	Buy	+72,336	New	+$3.79M	0.81%	27
2021 Q2	–	Sell	-51,530	Closed	-$2.66M	–	192
2021 Q1	$2.66M	Buy	51,530 +40,956	+387%	+$2.11M	0.66%	37
2020 Q4	$540K	Buy	10,574 +1,563	+17%	+$79.5K	0.15%	120
2020 Q3	$460K	Buy	+9,011	New	+$457K	0.15%	117

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ferris Capital's VTIP Position: Q1 2022 in Review

Ferris Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.7% in Q1 2022, buying an estimated $146K and bringing the position to 79,660 shares worth $4.08M. The position accounts for 0.93% of the portfolio, ranked #25.

Ferris Capital first reported a position in VTIP in Q3 2020 and has held it in 6 quarters since. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2022.

Ferris Capital held 79,660 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.08M as of Q1 2022.
Ferris Capital bought 2,856 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2022, an estimated $146K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.93% of Ferris Capital's portfolio in Q1 2022, its #25 holding.
Ferris Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 6 quarters since.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.