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

Segment Wealth 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
2018 Q1	–	Sell	-4,564	Closed	-$223K	–	213
2017 Q4	$223K	Hold	4,564	–	–	0.05%	184
2017 Q3	$226K	Hold	4,564	–	–	0.06%	187
2017 Q2	$225K	Buy	+4,564	New	+$225K	0.06%	191

Other funds holding VTIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Segment Wealth Management's VTIP Position: Q1 2018 in Review

Segment Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2018, closing a stake of 4,564 shares — an estimated $223K sold.

Segment Wealth Management first reported a position in VTIP in Q2 2017 and held it in 3 quarters. The position peaked at $226K in Q3 2017. 276 funds tracked by Wall St. Rank hold VTIP as of Q1 2018.

Segment Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2018 after selling out during the quarter.
Segment Wealth Management sold 4,564 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2018, an estimated $223K.
Segment Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 3 quarters.
Segment Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $226K in Q3 2017.
276 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2018.

Based on Segment Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.