Investors Capital Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$1.2M	Buy	24,242 +1,181	+5%	+$58K	0.23%	116
2016 Q1	$1.13M	Sell	23,061 -5,052	-18%	-$245K	0.22%	120
2015 Q4	$1.36M	Sell	28,113 -1,652	-6%	-$79.9K	0.26%	87
2015 Q3	$1.44M	Buy	29,765 +2,350	+9%	+$114K	0.29%	79
2015 Q2	$1.33M	Buy	+27,415	New	+$1.33M	0.24%	109

Other funds holding VTIP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EWM

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Investors Capital Advisory Services's VTIP Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.1% in Q2 2016, buying an estimated $58K and bringing the position to 24,242 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #116.

Investors Capital Advisory Services first reported a position in VTIP in Q2 2015 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2015. 154 funds tracked by Wall St. Rank hold VTIP as of Q2 2016.

Investors Capital Advisory Services held 24,242 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.2M as of Q2 2016.
Investors Capital Advisory Services bought 1,181 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2016, an estimated $58K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.23% of Investors Capital Advisory Services's portfolio in Q2 2016, its #116 holding.
Investors Capital Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2015 and has held it in 5 quarters since.
Investors Capital Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.44M in Q3 2015.
154 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.