Mid Atlantic Financial Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$1.08M	Buy	20,519 +827	+4%	+$43.4K	0.07%	235
2021 Q2	$1.03M	Buy	19,692 +4,523	+30%	+$236K	0.07%	245
2021 Q1	$782K	Buy	+15,169	New	+$780K	0.06%	312

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid Atlantic Financial Management's VTIP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.2% in Q3 2021, buying an estimated $43.4K and bringing the position to 20,519 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #235.

Mid Atlantic Financial Management first reported a position in VTIP in Q1 2021 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

Mid Atlantic Financial Management held 20,519 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.08M as of Q3 2021.
Mid Atlantic Financial Management bought 827 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $43.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #235 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 3 quarters since.
615 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.