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Patten Group’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Patten Group’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
Q1
–
Sell
-332
Closed
-$16K
–
535
2018
Q4
$16K
Hold
332
–
–
0.01%
389
2018
Q3
$16K
Hold
332
–
–
0.01%
457
2018
Q2
$16K
Hold
332
–
–
0.01%
425
2018
Q1
$16K
Sell
332
-170
-34%
-$8.28K
0.01%
423
2017
Q4
$25K
Hold
502
–
–
0.01%
408
2017
Q3
$25K
Hold
502
–
–
0.01%
400
2017
Q2
$25K
Sell
502
-306
-38%
-$15.1K
0.01%
405
2017
Q1
$40K
Sell
808
-150
-16%
-$7.4K
0.02%
331
2016
Q4
$47K
Hold
958
–
–
0.02%
313
2016
Q3
$47.5K
Sell
958
-2,365
-71%
-$117K
0.02%
322
2016
Q2
$164K
Hold
3,323
–
–
0.08%
184
2016
Q1
$163K
Hold
3,323
–
–
0.08%
175
2015
Q4
$161K
Hold
3,323
–
–
0.08%
178
2015
Q3
$161K
Hold
3,323
–
–
0.08%
179
2015
Q2
$162K
Buy
+3,323
New
+$162K
0.08%
187
Other funds holding VTIP
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$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
VA
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management
New York
$993M AUM
6.71%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
FT
Fiduciary Trust
Boston, Massachusetts
$8.46B AUM
21.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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