MUFG Americas’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

MUFG Americas’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 Q4	–	Sell	-136	Closed	-$7K	–	828
2020 Q3	$7K	Sell	136 -544	-80%	-$27.6K	﹤0.01%	616
2020 Q2	$220K	Buy	+680	New	+$33.8K	0.01%	377
2019 Q3	–	Sell	-25	Closed	-$1K	–	784
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	759
2019 Q1	$1K	Buy	+25	New	+$1.21K	﹤0.01%	868
2018 Q1	–	Sell	-6,000	Closed	-$293K	–	1003
2017 Q4	$293K	Buy	+6,000	New	+$297K	0.01%	395

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

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

MUFG Americas's VTIP Position: Q4 2020 in Review

MUFG Americas sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2020, closing a stake of 136 shares — an estimated $7K sold.

MUFG Americas first reported a position in VTIP in Q4 2017 and held it in 5 quarters. The position peaked at $293K in Q4 2017. 460 funds tracked by Wall St. Rank hold VTIP as of Q4 2020.

MUFG Americas reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2020 after selling out during the quarter.
MUFG Americas sold 136 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2020, an estimated $7K.
MUFG Americas first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 5 quarters.
MUFG Americas's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $293K in Q4 2017.
460 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2020.

Based on MUFG Americas's 13F filing for Q4 2020, filed 3 Feb 2021.