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

Novak Financial Planning’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 Q2	$803K	Sell	15,314 -475	-3%	-$24.8K	0.39%	69
2021 Q1	$814K	Buy	15,789 +19	+0.1%	+$977	0.45%	66
2020 Q4	$806K	Buy	+15,770	New	+$803K	0.47%	59

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Novak Financial Planning's VTIP Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3% in Q2 2021, selling an estimated $24.8K and leaving 15,314 shares worth $803K. The position accounts for 0.39% of the portfolio, ranked #69.

Novak Financial Planning first reported a position in VTIP in Q4 2020 and has held it in 3 quarters since. The position peaked at $814K in Q1 2021. 577 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

Novak Financial Planning held 15,314 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $803K as of Q2 2021.
Novak Financial Planning sold 475 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $24.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.39% of Novak Financial Planning's portfolio in Q2 2021, its #69 holding.
Novak Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 3 quarters since.
Novak Financial Planning's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $814K in Q1 2021.
577 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.