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

HT Partners’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
2017 Q4	–	Sell	-68,261	Closed	-$3.38M	–	23
2017 Q3	$3.38M	Buy	68,261 +59	+0.1%	+$2.92K	1.49%	9
2017 Q2	$3.36M	Buy	+68,202	New	+$3.37M	1.52%	9
2015 Q3	–	Sell	-20,446	Closed	-$995K	–	49
2015 Q2	$995K	Buy	20,446 +167	+0.8%	+$8.13K	0.54%	27
2015 Q1	$985K	Buy	+20,279	New	+$982K	0.53%	27

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HT Partners's VTIP Position: Q4 2017 in Review

HT Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2017, closing a stake of 68,261 shares — an estimated $3.38M sold.

HT Partners first reported a position in VTIP in Q1 2015 and held it in 4 quarters. The position peaked at $3.38M in Q3 2017. 246 funds tracked by Wall St. Rank hold VTIP as of Q4 2017.

HT Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2017 after selling out during the quarter.
HT Partners sold 68,261 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2017, an estimated $3.38M.
HT Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2015 and held it in 4 quarters.
HT Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.38M in Q3 2017.
246 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2017.

Based on HT Partners's 13F filing for Q4 2017, filed 11 Jan 2018.