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

Highwater 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
2019 Q3	$545K	Buy	11,105 +227	+2%	+$11.2K	2.41%	15
2019 Q2	$536K	Sell	10,878 -188	-2%	-$9.21K	2.43%	12
2019 Q1	$539K	Sell	11,066 -1,075	-9%	-$51.9K	2.24%	12
2018 Q4	$582K	Sell	12,141 -764	-6%	-$36.8K	2.72%	12
2018 Q3	$624K	Buy	12,905 +984	+8%	+$48K	1.42%	8
2018 Q2	$582K	Sell	11,921 -153	-1%	-$7.48K	4.28%	7
2018 Q1	$591K	Buy	12,074 +444	+4%	+$21.6K	1.79%	9
2017 Q4	$568K	Sell	11,630 -2,566	-18%	-$127K	1.22%	19
2017 Q3	$702K	Buy	14,196 +1,492	+12%	+$73.7K	1.67%	20
2017 Q2	$625K	Sell	12,704 -866	-6%	-$42.8K	1.5%	19
2017 Q1	$671K	Buy	+13,570	New	+$669K	2.02%	13

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Highwater Wealth Management's VTIP Position: Q3 2019 in Review

Highwater Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.1% in Q3 2019, buying an estimated $11.2K and bringing the position to 11,105 shares worth $545K. The position accounts for 2.41% of the portfolio, ranked #15.

Highwater Wealth Management first reported a position in VTIP in Q1 2017 and has held it in 11 quarters since. The position peaked at $702K in Q3 2017. 326 funds tracked by Wall St. Rank hold VTIP as of Q3 2019.

Highwater Wealth Management held 11,105 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $545K as of Q3 2019.
Highwater Wealth Management bought 227 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2019, an estimated $11.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.41% of Highwater Wealth Management's portfolio in Q3 2019, its #15 holding.
Highwater Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 11 quarters since.
Highwater Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $702K in Q3 2017.
326 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2019.

Based on Highwater Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.