IFC Holdings’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

IFC Holdings’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
2015 Q4	–	Sell	-12,622	Closed	-$608K	–	398
2015 Q3	$608K	Buy	12,622 +4	+0%	+$194	0.09%	158
2015 Q2	$615K	Buy	12,618 +415	+3%	+$20.2K	0.09%	181
2015 Q1	$591K	Buy	12,203 +3,998	+49%	+$194K	0.09%	187
2014 Q4	$395K	Sell	8,205 -497	-6%	-$24.4K	0.07%	229
2014 Q3	$430K	Hold	8,702	–	–	0.08%	199
2014 Q2	$437K	Sell	8,702 -6,205	-42%	-$309K	0.08%	194
2014 Q1	$736K	Buy	14,907 +9,685	+185%	+$479K	0.15%	132
2013 Q4	$257K	Hold	5,222	–	–	0.05%	268
2013 Q3	$259K	Sell	5,222 -789	-13%	-$38.9K	0.06%	277
2013 Q2	$295K	Buy	+6,011	New	+$299K	0.07%	253

Other funds holding VTIP

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

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

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

IFC Holdings's VTIP Position: Q4 2015 in Review

IFC Holdings sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2015, closing a stake of 12,622 shares — an estimated $608K sold.

IFC Holdings first reported a position in VTIP in Q2 2013 and held it in 10 quarters. The position peaked at $736K in Q1 2014. 140 funds tracked by Wall St. Rank hold VTIP as of Q4 2015.

IFC Holdings reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2015 after selling out during the quarter.
IFC Holdings sold 12,622 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2015, an estimated $608K.
IFC Holdings first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and held it in 10 quarters.
IFC Holdings's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $736K in Q1 2014.
140 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2015.

Based on IFC Holdings's 13F filing for Q4 2015, filed 3 Feb 2016.