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

Mosaic Financial Partners’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 Q2	$10.2M	Buy	208,775 +7,136	+4%	+$349K	6.69%	3
2018 Q1	$9.86M	Sell	201,639 -53,417	-21%	-$2.6M	5.97%	3
2017 Q4	$12.5M	Buy	255,056 +5,665	+2%	+$280K	7.15%	2
2017 Q3	$12.3M	Buy	249,391 +2,231	+0.9%	+$110K	7.59%	2
2017 Q2	$12.2M	Sell	247,160 -43,021	-15%	-$2.12M	7.6%	2
2017 Q1	$14.4M	Buy	290,181 +6,458	+2%	+$318K	9.06%	2
2016 Q4	$13.9M	Buy	283,723 +3,924	+1%	+$194K	8.93%	2
2016 Q3	$13.9M	Buy	279,799 +3,751	+1%	+$185K	8.47%	2
2016 Q2	$13.7M	Buy	276,048 +6,364	+2%	+$313K	8.43%	2
2016 Q1	$13.3M	Sell	269,684 -11,278	-4%	-$547K	8.47%	2
2015 Q4	$13.6M	Buy	280,962 +18,826	+7%	+$910K	8.72%	3
2015 Q3	$12.7M	Sell	262,136 -4,292	-2%	-$208K	8.09%	3
2015 Q2	$13M	Buy	266,428 +4,433	+2%	+$216K	8.92%	1
2015 Q1	$12.7M	Buy	261,995 +12,526	+5%	+$607K	8.68%	1
2014 Q4	$12M	Buy	249,469 +9,252	+4%	+$455K	8.17%	1
2014 Q3	$11.9M	Buy	240,217 +26,461	+12%	+$1.32M	8.36%	3
2014 Q2	$10.7M	Buy	213,756 +42,456	+25%	+$2.11M	7.33%	3
2014 Q1	$8.45M	Buy	171,300 +130,180	+317%	+$6.43M	6.04%	6
2013 Q4	$2.03M	Buy	41,120 +1,461	+4%	+$72.3K	1.48%	20
2013 Q3	$1.96M	Buy	39,659 +13,478	+51%	+$665K	1.52%	20
2013 Q2	$1.28M	Buy	+26,181	New	+$1.3M	1%	26

Other funds holding VTIP

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

Mosaic Financial Partners's VTIP Position: Q2 2018 in Review

Mosaic Financial Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.5% in Q2 2018, buying an estimated $349K and bringing the position to 208,775 shares worth $10.2M. The position accounts for 6.69% of the portfolio, ranked #3.

Mosaic Financial Partners first reported a position in VTIP in Q2 2013 and has held it in 21 quarters since. The position peaked at $14.4M in Q1 2017. 286 funds tracked by Wall St. Rank hold VTIP as of Q2 2018.

Mosaic Financial Partners held 208,775 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.2M as of Q2 2018.
Mosaic Financial Partners bought 7,136 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2018, an estimated $349K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.69% of Mosaic Financial Partners's portfolio in Q2 2018, its #3 holding.
Mosaic Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 21 quarters since.
Mosaic Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14.4M in Q1 2017.
286 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.