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

New World Advisors’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
Q2 		– Sell
-2,478
Closed -$121K – 112
2019
Q1 		$121K Buy
+2,478
New +$120K 0.09% 25

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New World Advisors's VTIP Position: Q2 2019 in Review

New World Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2019, closing a stake of 2,478 shares — an estimated $121K sold.

New World Advisors first reported a position in VTIP in Q1 2019 and held it in 1 quarter. The position peaked at $121K in Q1 2019. 328 funds tracked by Wall St. Rank hold VTIP as of Q2 2019.

  • New World Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2019 after selling out during the quarter.
  • New World Advisors sold 2,478 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2019, an estimated $121K.
  • New World Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 1 quarter.
  • New World Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $121K in Q1 2019.
  • 328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2019.

Based on New World Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.