Simmons Bank’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Simmons Bank’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
2020 Q2	–	Sell	-5,120	Closed	-$250K	–	356
2020 Q1	$250K	Sell	5,120 -1,975	-28%	-$97K	0.02%	305
2019 Q4	$350K	Sell	7,095 -4,585	-39%	-$226K	0.03%	289
2019 Q3	$573K	Sell	11,680 -2,335	-17%	-$115K	0.06%	246
2019 Q2	$691K	Sell	14,015 -785	-5%	-$38.4K	0.07%	230
2019 Q1	$721K	Buy	+14,800	New	+$715K	0.07%	217
2018 Q2	–	Sell	-11,915	Closed	-$581K	–	372
2018 Q1	$581K	Buy	+11,915	New	+$580K	0.05%	221
2017 Q1	–	Sell	-5,140	Closed	-$253K	–	297
2016 Q4	$253K	Hold	5,140	–	–	0.03%	267
2016 Q3	$255K	Buy	+5,140	New	+$254K	0.03%	262

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

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

Simmons Bank's VTIP Position: Q2 2020 in Review

Simmons Bank sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2020, closing a stake of 5,120 shares — an estimated $250K sold.

Simmons Bank first reported a position in VTIP in Q3 2016 and held it in 8 quarters. The position peaked at $721K in Q1 2019. 364 funds tracked by Wall St. Rank hold VTIP as of Q2 2020.

Simmons Bank reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2020 after selling out during the quarter.
Simmons Bank sold 5,120 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2020, an estimated $250K.
Simmons Bank first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2016 and held it in 8 quarters.
Simmons Bank's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $721K in Q1 2019.
364 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2020.

Based on Simmons Bank's 13F filing for Q2 2020, filed 14 Aug 2020.