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FormulaFolio Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

FormulaFolio Investments’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 		$0 Hold
5
– – ﹤0.01% 518
2021
Q1 		$0 Buy
+5
New +$257 ﹤0.01% 805

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments's VTIP Position: Q2 2021 in Review

FormulaFolio Investments held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2021 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #518.

FormulaFolio Investments first reported a position in VTIP in Q1 2021 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

  • FormulaFolio Investments held 5 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $0 as of Q2 2021.
  • FormulaFolio Investments left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2021.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #518 holding.
  • FormulaFolio Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.