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

Icon Wealth 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
2019 Q2	–	Sell	-183	Closed	-$9K	–	761
2019 Q1	$9K	Buy	+183	New	+$8.84K	﹤0.01%	692
2018 Q1	–	Sell	-98	Closed	-$5K	–	723
2017 Q4	$5K	Buy	+98	New	+$4.85K	﹤0.01%	786

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

TAIM

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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

Icon Wealth Partners's VTIP Position: Q2 2019 in Review

Icon Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2019, closing a stake of 183 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in VTIP in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 328 funds tracked by Wall St. Rank hold VTIP as of Q2 2019.

Icon Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 183 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2019, an estimated $9K.
Icon Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9K in Q1 2019.
328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.