Red Cedar Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Red Cedar Investment 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 Q3	–	Sell	-4,599	Closed	-$227K	–	26
2019 Q2	$227K	Sell	4,599 -156,577	-97%	-$7.67M	0.08%	21
2019 Q1	$7.85M	Sell	161,176 -21,047	-12%	-$1.02M	2.7%	12
2018 Q4	$8.73M	Buy	182,223 +189	+0.1%	+$9.09K	3.02%	12
2018 Q3	$8.8M	Buy	+182,034	New	+$8.89M	2.6%	11

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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

Red Cedar Investment Management's VTIP Position: Q3 2019 in Review

Red Cedar Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2019, closing a stake of 4,599 shares — an estimated $227K sold.

Red Cedar Investment Management first reported a position in VTIP in Q3 2018 and held it in 4 quarters. The position peaked at $8.8M in Q3 2018. 326 funds tracked by Wall St. Rank hold VTIP as of Q3 2019.

Red Cedar Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2019 after selling out during the quarter.
Red Cedar Investment Management sold 4,599 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2019, an estimated $227K.
Red Cedar Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 4 quarters.
Red Cedar Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.8M in Q3 2018.
326 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2019.

Based on Red Cedar Investment Management's 13F filing for Q3 2019, filed 8 Nov 2019.