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SRH Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SRH Advisors’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
Q2 		– Sell
-293
Closed -$14K – 282
2018
Q1 		$14K Buy
+293
New +$14.3K 0.06% 129

Other funds holding VTIP

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

SRH Advisors's VTIP Position: Q2 2018 in Review

SRH Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2018, closing a stake of 293 shares — an estimated $14K sold.

SRH Advisors first reported a position in VTIP in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 286 funds tracked by Wall St. Rank hold VTIP as of Q2 2018.

  • SRH Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2018 after selling out during the quarter.
  • SRH Advisors sold 293 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2018, an estimated $14K.
  • SRH Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2018 and held it in 1 quarter.
  • SRH Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2018.

Based on SRH Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.