SNC
VTIP icon

Stifel Nicolaus & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$6.3M Buy
127,477
+18,309
+17% +$903K 0.1% 200
2013
Q2 		$5.36M Buy
+109,168
New +$5.44M 0.1% 196

Other funds holding VTIP

AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Stifel Nicolaus & Co's VTIP Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q3 2013, buying an estimated $903K and bringing the position to 127,477 shares worth $6.3M. The position accounts for 0.1% of the portfolio, ranked #200.

Stifel Nicolaus & Co first reported a position in VTIP in Q2 2013 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold VTIP as of Q3 2013.

  • Stifel Nicolaus & Co held 127,477 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.3M as of Q3 2013.
  • Stifel Nicolaus & Co bought 18,309 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2013, an estimated $903K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #200 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.