Reilly Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$130K	Buy	2,522 +1,763	+232%	+$91.8K	0.01%	250
2021 Q3	$40K	Hold	759	–	–	﹤0.01%	416
2021 Q2	$40K	Hold	759	–	–	﹤0.01%	412
2021 Q1	$39K	Hold	759	–	–	﹤0.01%	408
2020 Q4	$39K	Hold	759	–	–	﹤0.01%	380
2020 Q3	$39K	Hold	759	–	–	﹤0.01%	339
2020 Q2	$38K	Hold	759	–	–	﹤0.01%	346
2020 Q1	$37K	Hold	759	–	–	0.01%	338
2019 Q4	$37K	Hold	759	–	–	﹤0.01%	385
2019 Q3	$37K	Hold	759	–	–	﹤0.01%	396
2019 Q2	$37K	Sell	759 -108	-12%	-$5.29K	﹤0.01%	413
2019 Q1	$42K	Buy	867 +108	+14%	+$5.21K	0.01%	377
2018 Q4	$36K	Hold	759	–	–	0.01%	389
2018 Q3	$37K	Hold	759	–	–	﹤0.01%	422
2018 Q2	$37K	Hold	759	–	–	0.01%	369
2018 Q1	$37K	Buy	+759	New	+$37K	0.01%	353

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's VTIP Position: Q4 2021 in Review

Reilly Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 232% in Q4 2021, buying an estimated $91.8K and bringing the position to 2,522 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #250.

Reilly Financial Advisors first reported a position in VTIP in Q1 2018 and has held it in 16 quarters since. 746 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

Reilly Financial Advisors held 2,522 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $130K as of Q4 2021.
Reilly Financial Advisors bought 1,763 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $91.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #250 holding.
Reilly Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and has held it in 16 quarters since.
746 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.