Omnia Family Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Omnia Family Wealth’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
2018 Q4	–	Sell	-63,183	Closed	-$3.06M	–	608
2018 Q3	$3.06M	Sell	63,183 -219	-0.3%	-$10.7K	1.4%	9
2018 Q2	$3.1M	Buy	63,402 +379	+0.6%	+$18.5K	1.45%	9
2018 Q1	$3.08M	Buy	+63,023	New	+$3.07M	1.42%	12
2017 Q4	–	Sell	-62,079	Closed	-$3.07M	–	641
2017 Q3	$3.07M	Hold	62,079	–	–	1.49%	10
2017 Q2	$3.06M	Sell	62,079 -14,968	-19%	-$739K	1.46%	12
2017 Q1	$3.81M	Hold	77,047	–	–	1.85%	10
2016 Q4	$3.79M	Buy	+77,047	New	+$3.81M	1.88%	12

Other funds holding VTIP

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Omnia Family Wealth's VTIP Position: Q4 2018 in Review

Omnia Family Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2018, closing a stake of 63,183 shares — an estimated $3.06M sold.

Omnia Family Wealth first reported a position in VTIP in Q4 2016 and held it in 7 quarters. The position peaked at $3.81M in Q1 2017. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

Omnia Family Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2018 after selling out during the quarter.
Omnia Family Wealth sold 63,183 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $3.06M.
Omnia Family Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and held it in 7 quarters.
Omnia Family Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.81M in Q1 2017.
312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.