LifePlan Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LifePlan Financial 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
2020 Q3	$2K	Buy	+38	New	+$1.93K	﹤0.01%	533
2020 Q2	–	Sell	-52	Closed	-$2.58K	–	590
2020 Q1	$3K	Buy	+52	New	+$2.55K	﹤0.01%	499
2018 Q4	–	Sell	-744	Closed	-$35.8K	–	564
2018 Q3	$36K	Buy	744 +13	+2%	+$635	0.02%	276
2018 Q2	$36K	Buy	731 +2	+0.3%	+$98	0.02%	272
2018 Q1	$36K	Buy	+729	New	+$35.5K	0.02%	266

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAIM

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

LifePlan Financial Group's VTIP Position: Q3 2020 in Review

LifePlan Financial Group opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2020: 38 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: LifePlan Financial Group previously reported a position in VTIP as recently as Q1 2020.

LifePlan Financial Group first reported a position in VTIP in Q1 2018 and has held it in 5 quarters since. The position peaked at $36K in Q3 2018. 392 funds tracked by Wall St. Rank hold VTIP as of Q3 2020.

LifePlan Financial Group held 38 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2K as of Q3 2020.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new LifePlan Financial Group position in Q3 2020.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #533 holding.
LifePlan Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 5 quarters since.
LifePlan Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $36K in Q3 2018.
392 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.