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

Spectrum Management 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
2022 Q2	–	Sell	-838	Closed	-$43K	–	327
2022 Q1	$43K	Hold	838	–	–	0.01%	167
2021 Q4	$43K	Buy	838 +29	+4%	+$1.51K	0.01%	160
2021 Q3	$43K	Buy	+809	New	+$42.4K	0.01%	192
2018 Q3	–	Sell	-437	Closed	-$21K	–	244
2018 Q2	$21K	Hold	437	–	–	0.01%	166
2018 Q1	$21K	Sell	437 -585	-57%	-$28.5K	0.01%	156
2017 Q4	$50K	Sell	1,022 -835	-45%	-$41.3K	0.02%	122
2017 Q3	$92K	Buy	+1,857	New	+$91.8K	0.03%	144
2016 Q2	–	Sell	-1,857	Closed	-$91K	–	220
2016 Q1	$91K	Buy	+1,857	New	+$90K	0.04%	109

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Management Group's VTIP Position: Q2 2022 in Review

Spectrum Management Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 838 shares — an estimated $43K sold.

Spectrum Management Group first reported a position in VTIP in Q1 2016 and held it in 8 quarters. The position peaked at $92K in Q3 2017. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Spectrum Management Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Spectrum Management Group sold 838 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $43K.
Spectrum Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2016 and held it in 8 quarters.
Spectrum Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $92K in Q3 2017.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.