Institutional & Family Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Institutional & Family Asset 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
2020 Q3	–	Sell	-10	Closed	-$1K	–	904
2020 Q2	$1K	Buy	+10	New	+$497	﹤0.01%	815

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

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

TAIM

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

Institutional & Family Asset Management's VTIP Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in VTIP in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 393 funds tracked by Wall St. Rank hold VTIP as of Q3 2020.

Institutional & Family Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 10 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2020, an estimated $1K.
Institutional & Family Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 1 quarter.
Institutional & Family Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1K in Q2 2020.
393 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.