Kavar Capital Partners Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Kavar Capital Partners Group’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
2014 Q2	–	Sell	-2,600	Closed	-$128K	–	439
2014 Q1	$128K	Hold	2,600	–	–	0.11%	144
2013 Q4	$128K	Buy	+2,600	New	+$129K	0.11%	137

Other funds holding VTIP

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

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

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

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

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

MFP

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Kavar Capital Partners Group's VTIP Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2014, closing a stake of 2,600 shares — an estimated $128K sold.

Kavar Capital Partners Group first reported a position in VTIP in Q4 2013 and held it in 2 quarters. The position peaked at $128K in Q1 2014. 87 funds tracked by Wall St. Rank hold VTIP as of Q2 2014.

Kavar Capital Partners Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2014 after selling out during the quarter.
Kavar Capital Partners Group sold 2,600 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2014, an estimated $128K.
Kavar Capital Partners Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2013 and held it in 2 quarters.
Kavar Capital Partners Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $128K in Q1 2014.
87 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.