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

Gleason 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
2020
Q1 		– Sell
-124
Closed -$6K – 191
2019
Q4 		$6K Buy
+124
New +$6.11K ﹤0.01% 164

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
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Gleason Group's VTIP Position: Q1 2020 in Review

Gleason Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 124 shares — an estimated $6K sold.

Gleason Group first reported a position in VTIP in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 354 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

  • Gleason Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
  • Gleason Group sold 124 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $6K.
  • Gleason Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 1 quarter.
  • Gleason Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6K in Q4 2019.
  • 354 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on Gleason Group's 13F filing for Q1 2020, filed 27 Aug 2020.