Ladenburg Thalmann Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$33.5M	Buy	681,261 +27,588	+4%	+$1.36M	0.21%	108
2019 Q3	$32M	Buy	653,673 +44,471	+7%	+$2.2M	0.22%	110
2019 Q2	$29.9M	Buy	609,202 +45,279	+8%	+$2.22M	0.22%	108
2019 Q1	$27.4M	Sell	563,923 -7,837	-1%	-$378K	0.21%	109
2018 Q4	$27.3M	Buy	571,760 +225,377	+65%	+$10.8M	0.25%	96
2018 Q3	$16.8M	Buy	346,383 +86,597	+33%	+$4.23M	0.14%	151
2018 Q2	$12.7M	Hold	259,786	–	–	0.12%	168
2018 Q1	$12.7M	Buy	259,786 +90,077	+53%	+$4.39M	0.12%	168
2017 Q4	$8.28M	Buy	169,709 +26,511	+19%	+$1.31M	0.08%	241
2017 Q3	$7.08M	Buy	143,198 +8,858	+7%	+$438K	0.08%	241
2017 Q2	$6.61M	Buy	134,340 +27,681	+26%	+$1.37M	0.08%	229
2017 Q1	$5.28M	Buy	106,659 +13,421	+14%	+$662K	0.07%	265
2016 Q4	$4.58M	Buy	93,238 +32,006	+52%	+$1.58M	0.06%	273
2016 Q3	$3.04M	Buy	61,232 +14,457	+31%	+$714K	0.05%	372
2016 Q2	$2.31M	Buy	46,775 +13,491	+41%	+$663K	0.04%	419
2016 Q1	$1.64M	Buy	33,284 +10,560	+46%	+$512K	0.03%	500
2015 Q4	$1.1M	Sell	22,724 -1,327	-6%	-$64.2K	0.02%	647
2015 Q3	$1.16M	Buy	24,051 +9,489	+65%	+$460K	0.02%	574
2015 Q2	$709K	Buy	14,562 +1,828	+14%	+$89K	0.01%	887
2015 Q1	$617K	Buy	12,734 +10,997	+633%	+$533K	0.01%	927
2014 Q4	$84K	Buy	1,737 +1,556	+860%	+$76.5K	﹤0.01%	2007
2014 Q3	$9K	Hold	181	–	–	﹤0.01%	3173
2014 Q2	$9K	Sell	181 -21	-10%	-$1.04K	﹤0.01%	3149
2014 Q1	$10K	Buy	202 +74	+58%	+$3.66K	﹤0.01%	2966
2013 Q4	$6K	Sell	128 -107	-46%	-$5.29K	﹤0.01%	3187
2013 Q3	$5K	Sell	235 -6	-2%	-$296	﹤0.01%	3200
2013 Q2	$12K	Buy	+241	New	+$12K	﹤0.01%	2647

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ladenburg Thalmann Financial Services's VTIP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.2% in Q4 2019, buying an estimated $1.36M and bringing the position to 681,261 shares worth $33.5M. The position accounts for 0.21% of the portfolio, ranked #108.

Ladenburg Thalmann Financial Services first reported a position in VTIP in Q2 2013 and has held it in 27 quarters since. 352 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

Ladenburg Thalmann Financial Services held 681,261 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $33.5M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 27,588 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $1.36M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.21% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #108 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 27 quarters since.
352 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.