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RFWA
RPg Family Wealth Advisory’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
RPg Family Wealth Advisory’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
Q4
–
Sell
-386
Closed
-$18.9K
–
303
2019
Q3
$18.9K
Hold
386
–
–
0.01%
230
2019
Q2
$19K
Buy
+386
New
+$18.9K
0.01%
223
2017
Q2
–
Sell
-562
Closed
-$27.8K
–
317
2017
Q1
$27.8K
Sell
562
-6,319
-92%
-$312K
0.02%
187
2016
Q4
$338K
Buy
6,881
+482
+8%
+$23.8K
0.29%
47
2016
Q3
$318K
Sell
6,399
-2,402
-27%
-$119K
0.23%
52
2016
Q2
$435K
Buy
8,801
+3,608
+69%
+$177K
0.19%
47
2016
Q1
$255K
Buy
5,193
+4,320
+495%
+$209K
0.2%
55
2015
Q4
$42.2K
Buy
+873
New
+$42.2K
0.04%
108
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
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
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
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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