Landsberg Bennett & Dubbaneh’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Landsberg Bennett & Dubbaneh’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	-109,890	Closed	-$5.52M	–	221
2020 Q2	$5.52M	Buy	109,890 +6,614	+6%	+$329K	1.14%	16
2020 Q1	$5.08M	Buy	103,276 +23,610	+30%	+$1.16M	1.42%	14
2019 Q4	$3.92M	Buy	79,666 +9,097	+13%	+$448K	0.92%	31
2019 Q3	$3.46M	Buy	70,569 +1,061	+2%	+$52.4K	0.93%	33
2019 Q2	$3.43M	Buy	69,508 +31,642	+84%	+$1.55M	0.9%	39
2019 Q1	$1.84M	Buy	37,866 +10,912	+40%	+$527K	0.43%	87
2018 Q4	$1.29M	Buy	+26,954	New	+$1.3M	0.5%	74

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

Landsberg Bennett & Dubbaneh's VTIP Position: Q3 2020 in Review

Landsberg Bennett & Dubbaneh sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2020, closing a stake of 109,890 shares — an estimated $5.52M sold.

Landsberg Bennett & Dubbaneh first reported a position in VTIP in Q4 2018 and held it in 7 quarters. The position peaked at $5.52M in Q2 2020. 393 funds tracked by Wall St. Rank hold VTIP as of Q3 2020.

Landsberg Bennett & Dubbaneh reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2020 after selling out during the quarter.
Landsberg Bennett & Dubbaneh sold 109,890 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2020, an estimated $5.52M.
Landsberg Bennett & Dubbaneh first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 7 quarters.
Landsberg Bennett & Dubbaneh's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.52M 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 Landsberg Bennett & Dubbaneh's 13F filing for Q3 2020, filed 26 Oct 2020.