RCG
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Ruggie Capital Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ruggie Capital Group’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
Q1 		– Sell
-56
Closed -$3K – 472
2018
Q4 		$3K Buy
+56
New +$2.69K ﹤0.01% 421

Other funds holding VTIP

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
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
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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Ruggie Capital Group's VTIP Position: Q1 2019 in Review

Ruggie Capital Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2019, closing a stake of 56 shares — an estimated $3K sold.

Ruggie Capital Group first reported a position in VTIP in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 328 funds tracked by Wall St. Rank hold VTIP as of Q1 2019.

  • Ruggie Capital Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 56 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2019, an estimated $3K.
  • Ruggie Capital Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3K in Q4 2018.
  • 328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.