SB
VTIP icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
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