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Portfolio Strategies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Portfolio Strategies’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
-154
Closed -$7K – 196
2018
Q3 		$7K Hold
154
– – ﹤0.01% 164
2018
Q2 		$8K Hold
154
– – 0.01% 169
2018
Q1 		$8K Hold
154
– – 0.01% 172
2017
Q4 		$8K Buy
+154
New +$7.62K 0.01% 181

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies's VTIP Position: Q4 2018 in Review

Portfolio Strategies sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2018, closing a stake of 154 shares — an estimated $7K sold.

Portfolio Strategies first reported a position in VTIP in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q2 2018. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

  • Portfolio Strategies reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 154 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $7K.
  • Portfolio Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8K in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.