IndexIQ Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

IndexIQ Advisors’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
2020 Q1	–	Sell	-33	Closed	-$2K	–	1139
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	802
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	563
2019 Q2	$2K	Sell	33 -429,144	-100%	-$21M	﹤0.01%	555
2019 Q1	$20.9M	Sell	429,177 -248,665	-37%	-$12M	0.61%	36
2018 Q4	$32.5M	Buy	677,842 +297,487	+78%	+$14.3M	0.91%	26
2018 Q3	$18.4M	Buy	380,355 +151,224	+66%	+$7.38M	0.6%	33
2018 Q2	$11.2M	Buy	229,131 +110,146	+93%	+$5.39M	0.34%	54
2018 Q1	$5.82M	Buy	118,985 +89,468	+303%	+$4.36M	0.19%	76
2017 Q4	$1.44M	Sell	29,517 -20,109	-41%	-$994K	0.05%	281
2017 Q3	$2.45M	Sell	49,626 -670,751	-93%	-$33.1M	0.11%	104
2017 Q2	$35.5M	Buy	720,377 +695,871	+2,840%	+$34.4M	1.71%	18
2017 Q1	$1.21M	Buy	+24,506	New	+$1.21M	0.06%	139

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

TAIM

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

EWM

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

IndexIQ Advisors's VTIP Position: Q1 2020 in Review

IndexIQ Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2020, closing a stake of 33 shares — an estimated $2K sold.

IndexIQ Advisors first reported a position in VTIP in Q1 2017 and held it in 12 quarters. The position peaked at $35.5M in Q2 2017. 354 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

IndexIQ Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2020 after selling out during the quarter.
IndexIQ Advisors sold 33 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $2K.
IndexIQ Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 12 quarters.
IndexIQ Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $35.5M in Q2 2017.
354 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on IndexIQ Advisors's 13F filing for Q1 2020, filed 8 May 2020.