Smith Shellnut Wilson’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Smith Shellnut Wilson’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
2021 Q3	–	Sell	-125	Closed	-$7K	–	176
2021 Q2	$7K	Hold	125	–	–	﹤0.01%	154
2021 Q1	$6K	Hold	125	–	–	﹤0.01%	149
2020 Q4	$6K	Buy	125 +119	+1,983%	+$6.06K	﹤0.01%	143
2020 Q3	$125K	Sell	6 -119	-95%	-$6.04K	0.05%	125
2020 Q2	$6K	Hold	125	–	–	﹤0.01%	124
2020 Q1	$6K	Buy	+125	New	+$6.14K	0.01%	117

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Smith Shellnut Wilson's VTIP Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2021, closing a stake of 125 shares — an estimated $7K sold.

Smith Shellnut Wilson first reported a position in VTIP in Q1 2020 and held it in 6 quarters. The position peaked at $125K in Q3 2020. 615 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

Smith Shellnut Wilson reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 125 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $7K.
Smith Shellnut Wilson first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 6 quarters.
Smith Shellnut Wilson's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $125K in Q3 2020.
615 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.