Monument Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Monument Capital 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
2019 Q4	–	Sell	-9,813	Closed	-$481K	–	88
2019 Q3	$481K	Buy	9,813 +169	+2%	+$8.35K	0.26%	78
2019 Q2	$475K	Buy	9,644 +5,018	+108%	+$246K	0.26%	78
2019 Q1	$225K	Buy	+4,626	New	+$223K	0.13%	84

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

Monument Capital Management's VTIP Position: Q4 2019 in Review

Monument Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2019, closing a stake of 9,813 shares — an estimated $481K sold.

Monument Capital Management first reported a position in VTIP in Q1 2019 and held it in 3 quarters. The position peaked at $481K in Q3 2019. 353 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

Monument Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2019 after selling out during the quarter.
Monument Capital Management sold 9,813 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $481K.
Monument Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 3 quarters.
Monument Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $481K in Q3 2019.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

Based on Monument Capital Management's 13F filing for Q4 2019, filed 14 Jan 2020.