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

FutureAdvisor’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
2015
Q3 		$10.2M Sell
210,888
-28,117
-12% -$1.36M 1.65% 21
2015
Q2 		$11.6M Buy
239,005
+16,375
+7% +$797K 2.04% 18
2015
Q1 		$10.8M Buy
222,630
+178,234
+401% +$8.63M 2.56% 16
2014
Q4 		$2.14M Buy
+44,396
New +$2.18M 0.73% 26

Other funds holding VTIP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

FutureAdvisor's VTIP Position: Q3 2015 in Review

FutureAdvisor reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q3 2015, selling an estimated $1.36M and leaving 210,888 shares worth $10.2M. The position accounts for 1.65% of the portfolio, ranked #21.

FutureAdvisor first reported a position in VTIP in Q4 2014 and has held it in 4 quarters since. The position peaked at $11.6M in Q2 2015. 125 funds tracked by Wall St. Rank hold VTIP as of Q3 2015.

  • FutureAdvisor held 210,888 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.2M as of Q3 2015.
  • FutureAdvisor sold 28,117 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2015, an estimated $1.36M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.65% of FutureAdvisor's portfolio in Q3 2015, its #21 holding.
  • FutureAdvisor first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.6M in Q2 2015.
  • 125 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.