Madison Investment Holdings’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Madison Investment Holdings’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
2018 Q1	–	Sell	-8,589	Closed	-$419K	–	263
2017 Q4	$419K	Sell	8,589 -150,224	-95%	-$7.43M	0.01%	232
2017 Q3	$7.85M	Buy	158,813 +103,904	+189%	+$5.13M	0.14%	152
2017 Q2	$2.7M	Sell	54,909 -110,256	-67%	-$5.45M	0.05%	187
2017 Q1	$8.17M	Buy	165,165 +8,519	+5%	+$420K	0.15%	149
2016 Q4	$7.7M	Buy	+156,646	New	+$7.74M	0.15%	153

Other funds holding VTIP

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Madison Investment Holdings's VTIP Position: Q1 2018 in Review

Madison Investment Holdings sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2018, closing a stake of 8,589 shares — an estimated $419K sold.

Madison Investment Holdings first reported a position in VTIP in Q4 2016 and held it in 5 quarters. The position peaked at $8.17M in Q1 2017. 276 funds tracked by Wall St. Rank hold VTIP as of Q1 2018.

Madison Investment Holdings reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2018 after selling out during the quarter.
Madison Investment Holdings sold 8,589 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2018, an estimated $419K.
Madison Investment Holdings first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and held it in 5 quarters.
Madison Investment Holdings's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.17M in Q1 2017.
276 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2018.

Based on Madison Investment Holdings's 13F filing for Q1 2018, filed 11 May 2018.