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

Old Dominion 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 Q3	$5.24M	Buy	99,650 +19,600	+24%	+$1.03M	1.12%	29
2021 Q2	$4.2M	Buy	80,050 +72,050	+901%	+$3.76M	0.9%	38
2021 Q1	$412K	Buy	8,000 +2,000	+33%	+$103K	0.1%	121
2020 Q4	$307K	Buy	+6,000	New	+$305K	0.08%	136
2019 Q1	–	Sell	-88,371	Closed	-$4.24M	–	146
2018 Q4	$4.24M	Sell	88,371 -69,671	-44%	-$3.35M	1.53%	22
2018 Q3	$7.64M	Sell	158,042 -2,771	-2%	-$135K	2.33%	10
2018 Q2	$7.86M	Buy	160,813 +894	+0.6%	+$43.7K	7.12%	5
2018 Q1	$7.82M	Sell	159,919 -2,749	-2%	-$134K	7.34%	5
2017 Q4	$7.94M	Buy	162,668 +5	+0%	+$247	7.68%	5
2017 Q3	$8.04M	Buy	162,663 +2,036	+1%	+$101K	8.19%	3
2017 Q2	$7.91M	Buy	160,627 +2,780	+2%	+$137K	8.26%	3
2017 Q1	$7.81M	Buy	157,847 +2,866	+2%	+$141K	8.61%	3
2016 Q4	$7.62M	Sell	154,981 -3,163	-2%	-$156K	9.08%	3
2016 Q3	$7.85M	Buy	158,144 +3,217	+2%	+$159K	9.17%	3
2016 Q2	$7.67M	Sell	154,927 -1,267	-0.8%	-$62.2K	9.14%	3
2016 Q1	$7.67M	Buy	156,194 +4,939	+3%	+$239K	9.17%	3
2015 Q4	$7.31M	Buy	+151,255	New	+$7.31M	9.24%	3

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Old Dominion Capital Management's VTIP Position: Q3 2021 in Review

Old Dominion Capital Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q3 2021, buying an estimated $1.03M and bringing the position to 99,650 shares worth $5.24M. The position accounts for 1.12% of the portfolio, ranked #29.

Old Dominion Capital Management first reported a position in VTIP in Q4 2015 and has held it in 17 quarters since. The position peaked at $8.04M in Q3 2017. 614 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

Old Dominion Capital Management held 99,650 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.24M as of Q3 2021.
Old Dominion Capital Management bought 19,600 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $1.03M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.12% of Old Dominion Capital Management's portfolio in Q3 2021, its #29 holding.
Old Dominion Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and has held it in 17 quarters since.
Old Dominion Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.04M in Q3 2017.
614 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on Old Dominion Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.