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

New 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
2021 Q1	$21K	Hold	406	–	–	0.02%	93
2020 Q4	$21K	Hold	406	–	–	0.01%	95
2020 Q3	$21K	Hold	406	–	–	0.02%	84
2020 Q2	$20K	Hold	406	–	–	0.03%	83
2020 Q1	$20K	Hold	406	–	–	0.04%	75
2019 Q4	$20K	Hold	406	–	–	0.03%	92
2019 Q3	$20K	Hold	406	–	–	0.02%	90
2019 Q2	$20K	Hold	406	–	–	0.04%	91
2019 Q1	$20K	Hold	406	–	–	0.06%	91
2018 Q4	$19K	Buy	406 +62	+18%	+$2.98K	0.03%	86
2018 Q3	$17K	Hold	344	–	–	0.03%	103
2018 Q2	$17K	Hold	344	–	–	0.03%	102
2018 Q1	$17K	Hold	344	–	–	0.04%	109
2017 Q4	$17K	Hold	344	–	–	0.02%	112
2017 Q3	$17K	Hold	344	–	–	0.03%	108
2017 Q2	$17K	Hold	344	–	–	0.03%	114
2017 Q1	$17K	Hold	344	–	–	0.03%	113
2016 Q4	$17K	Buy	+344	New	+$17K	0.02%	107

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

New Capital Management's VTIP Position: Q1 2021 in Review

New Capital Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2021 at 406 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #93.

New Capital Management first reported a position in VTIP in Q4 2016 and has held it in 18 quarters since. 513 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

New Capital Management held 406 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21K as of Q1 2021.
New Capital Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2021.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of New Capital Management's portfolio in Q1 2021, its #93 holding.
New Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and has held it in 18 quarters since.
513 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.