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

Osbon 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
2019
Q2 		$1.63M Buy
+33,100
New +$1.62M 1.74% 19

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

Osbon Capital Management's VTIP Position: Q2 2019 in Review

Osbon Capital Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2019: 33,100 shares worth $1.63M. The stake represents 1.74% of the portfolio and ranks #19 among its holdings.

328 funds tracked by Wall St. Rank hold VTIP as of Q2 2019.

  • Osbon Capital Management held 33,100 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.63M as of Q2 2019.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Osbon Capital Management position in Q2 2019.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.74% of Osbon Capital Management's portfolio in Q2 2019, its #19 holding.
  • 328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2019.

Based on Osbon Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.