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

New England Securities’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
2014
Q4 		$5K Hold
94
– – ﹤0.01% 1283
2014
Q3 		$5K Hold
94
– – ﹤0.01% 1290
2014
Q2 		$5K Hold
94
– – ﹤0.01% 1331
2014
Q1 		$5K Hold
94
– – ﹤0.01% 1287
2013
Q4 		$5K Hold
94
– – ﹤0.01% 1231
2013
Q3 		$5K Buy
+94
New +$4.64K ﹤0.01% 1187

Other funds holding VTIP

WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

New England Securities's VTIP Position: Q4 2014 in Review

New England Securities held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q4 2014 at 94 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

New England Securities first reported a position in VTIP in Q3 2013 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold VTIP as of Q4 2014.

  • New England Securities held 94 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5K as of Q4 2014.
  • New England Securities left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q4 2014.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1283 holding.
  • New England Securities first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2013 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.