Stratford Consulting’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Stratford Consulting’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 Q1	$1.05M	Buy	21,647 +5	+0%	+$245	0.48%	30
2019 Q4	$1.07M	Buy	21,642 +154	+0.7%	+$7.58K	0.35%	25
2019 Q3	$1.05M	Buy	21,488 +191	+0.9%	+$9.44K	0.36%	24
2019 Q2	$1.05M	Buy	21,297 +73	+0.3%	+$3.58K	0.37%	23
2019 Q1	$1.03M	Buy	21,224 +10,965	+107%	+$529K	0.37%	26
2018 Q4	$492K	Sell	10,259 -1,646	-14%	-$79.2K	0.2%	36
2018 Q3	$576K	Buy	11,905 +104	+0.9%	+$5.08K	0.21%	32
2018 Q2	$576K	Buy	11,801 +577	+5%	+$28.2K	0.21%	32
2018 Q1	$549K	Hold	11,224	–	–	0.21%	31
2017 Q4	$548K	Buy	11,224 +143	+1%	+$7.07K	0.2%	32
2017 Q3	$548K	Buy	+11,081	New	+$547K	0.2%	31
2017 Q2	–	Sell	-14,713	Closed	-$728K	–	53
2017 Q1	$728K	Hold	14,713	–	–	0.29%	27
2016 Q4	$723K	Sell	14,713 -2,021	-12%	-$99.9K	0.31%	28
2016 Q3	$831K	Hold	16,734	–	–	0.37%	26
2016 Q2	$828K	Hold	16,734	–	–	0.37%	25
2016 Q1	$822K	Hold	16,734	–	–	0.39%	25
2015 Q4	$809K	Sell	16,734 -522	-3%	-$25.2K	0.42%	24
2015 Q3	$835K	Hold	17,256	–	–	0.45%	24
2015 Q2	$840K	Sell	17,256 -807	-4%	-$39.3K	0.42%	24
2015 Q1	$875K	Hold	18,063	–	–	0.43%	23
2014 Q4	$871K	Buy	18,063 +133	+0.7%	+$6.54K	0.45%	24
2014 Q3	$885K	Sell	17,930 -1,172	-6%	-$58.4K	0.47%	23
2014 Q2	$957K	Hold	19,102	–	–	0.5%	23
2014 Q1	$942K	Buy	19,102 +6,333	+50%	+$313K	0.51%	22
2013 Q4	$630K	Buy	12,769 +4,761	+59%	+$235K	0.36%	28
2013 Q3	$396K	Buy	8,008 +3,156	+65%	+$156K	0.24%	33
2013 Q2	$238K	Buy	+4,852	New	+$242K	0.15%	44

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Stratford Consulting's VTIP Position: Q1 2020 in Review

Stratford Consulting increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.02% in Q1 2020, buying an estimated $245 and bringing the position to 21,647 shares worth $1.05M. The position accounts for 0.48% of the portfolio, ranked #30.

Stratford Consulting first reported a position in VTIP in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.07M in Q4 2019. 353 funds tracked by Wall St. Rank hold VTIP as of Q1 2020.

Stratford Consulting held 21,647 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.05M as of Q1 2020.
Stratford Consulting bought 5 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2020, an estimated $245.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.48% of Stratford Consulting's portfolio in Q1 2020, its #30 holding.
Stratford Consulting first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 27 quarters since.
Stratford Consulting's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.07M in Q4 2019.
353 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.