Partnervest Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$330K	Sell	6,460 -676	-9%	-$34.3K	0.1%	162
2020 Q2	$358K	Buy	7,136 +42	+0.6%	+$2.09K	0.14%	128
2020 Q1	$346K	Buy	7,094 +2,055	+41%	+$101K	0.16%	115
2019 Q4	$248K	Sell	5,039 -3,914	-44%	-$193K	0.09%	174
2019 Q3	$439K	Buy	8,953 +3,931	+78%	+$194K	0.16%	113
2019 Q2	$248K	Sell	5,022 -996	-17%	-$48.8K	0.1%	176
2019 Q1	$293K	Sell	6,018 -19	-0.3%	-$917	0.12%	151
2018 Q4	$289K	Sell	6,037 -5,952	-50%	-$286K	0.14%	142
2018 Q3	$580K	Buy	11,989 +68	+0.6%	+$3.32K	0.23%	93
2018 Q2	$582K	Buy	+11,921	New	+$583K	0.27%	79

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAIM

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

Partnervest Advisory Services's VTIP Position: Q3 2020 in Review

Partnervest Advisory Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.5% in Q3 2020, selling an estimated $34.3K and leaving 6,460 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #162.

Partnervest Advisory Services first reported a position in VTIP in Q2 2018 and has held it in 10 quarters since. The position peaked at $582K in Q2 2018. 393 funds tracked by Wall St. Rank hold VTIP as of Q3 2020.

Partnervest Advisory Services held 6,460 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $330K as of Q3 2020.
Partnervest Advisory Services sold 676 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2020, an estimated $34.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Partnervest Advisory Services's portfolio in Q3 2020, its #162 holding.
Partnervest Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and has held it in 10 quarters since.
Partnervest Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $582K in Q2 2018.
393 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.