RFM
VTIP icon

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

Royal Fund 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
2017
Q4 		– Sell
-42
Closed -$2K – 704
2017
Q3 		$2K Buy
+42
New +$2.08K ﹤0.01% 416

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Fund Management's VTIP Position: Q4 2017 in Review

Royal Fund Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2017, closing a stake of 42 shares — an estimated $2K sold.

Royal Fund Management first reported a position in VTIP in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 246 funds tracked by Wall St. Rank hold VTIP as of Q4 2017.

  • Royal Fund Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 42 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2017, an estimated $2K.
  • Royal Fund Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2017 and held it in 1 quarter.
  • Royal Fund Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2K in Q3 2017.
  • 246 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.