PAS
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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return