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Sullivan, Bruyette, Speros & Blaney’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$505K Sell
9,803
-742
-7% -$38.2K 0.02% 184
2020
Q4 		$539K Hold
10,545
– – 0.03% 158
2020
Q3 		$538K Buy
+10,545
New +$535K 0.03% 143

Other funds holding VTIP

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's VTIP Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7% in Q1 2021, selling an estimated $38.2K and leaving 9,803 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #184.

Sullivan, Bruyette, Speros & Blaney first reported a position in VTIP in Q3 2020 and has held it in 3 quarters since. The position peaked at $539K in Q4 2020. 514 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 9,803 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $505K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 742 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2021, an estimated $38.2K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #184 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 3 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $539K in Q4 2020.
  • 514 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.