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Gupta Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$560K Buy
11,404
+159
+1% +$7.71K 0.13% 138
2015
Q4 		$544K Buy
+11,245
New +$544K 0.14% 137

Other funds holding VTIP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Gupta Wealth Management's VTIP Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q1 2016, buying an estimated $7.71K and bringing the position to 11,404 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #138.

Gupta Wealth Management first reported a position in VTIP in Q4 2015 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold VTIP as of Q1 2016.

  • Gupta Wealth Management held 11,404 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $560K as of Q1 2016.
  • Gupta Wealth Management bought 159 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2016, an estimated $7.71K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Gupta Wealth Management's portfolio in Q1 2016, its #138 holding.
  • Gupta Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.