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

Global Financial Private 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
2020 Q2	$2.86M	Buy	57,007 +2,209	+4%	+$110K	0.18%	121
2020 Q1	$2.67M	Sell	54,798 -5,876	-10%	-$288K	0.17%	121
2019 Q4	$2.99M	Buy	60,674 +4,668	+8%	+$230K	0.15%	143
2019 Q3	$2.75M	Sell	56,006 -1,446	-3%	-$71.5K	0.14%	151
2019 Q2	$2.83M	Buy	+57,452	New	+$2.81M	0.14%	156
2017 Q4	–	Sell	-6,698	Closed	-$331K	–	571
2017 Q3	$331K	Buy	+6,698	New	+$331K	0.01%	395

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

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

Global Financial Private Capital's VTIP Position: Q2 2020 in Review

Global Financial Private Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4% in Q2 2020, buying an estimated $110K and bringing the position to 57,007 shares worth $2.86M. The position accounts for 0.18% of the portfolio, ranked #121.

Global Financial Private Capital first reported a position in VTIP in Q3 2017 and has held it in 6 quarters since. The position peaked at $2.99M in Q4 2019. 364 funds tracked by Wall St. Rank hold VTIP as of Q2 2020.

Global Financial Private Capital held 57,007 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.86M as of Q2 2020.
Global Financial Private Capital bought 2,209 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2020, an estimated $110K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.18% of Global Financial Private Capital's portfolio in Q2 2020, its #121 holding.
Global Financial Private Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2017 and has held it in 6 quarters since.
Global Financial Private Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.99M in Q4 2019.
364 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.