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

Surevest’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
2019 Q2	–	Sell	-5,199	Closed	-$253K	–	140
2019 Q1	$253K	Sell	5,199 -1,000	-16%	-$48.3K	0.16%	112
2018 Q4	$297K	Buy	+6,199	New	+$298K	0.23%	85

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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

Surevest's VTIP Position: Q2 2019 in Review

Surevest sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2019, closing a stake of 5,199 shares — an estimated $253K sold.

Surevest first reported a position in VTIP in Q4 2018 and held it in 2 quarters. The position peaked at $297K in Q4 2018. 328 funds tracked by Wall St. Rank hold VTIP as of Q2 2019.

Surevest reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2019 after selling out during the quarter.
Surevest sold 5,199 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2019, an estimated $253K.
Surevest first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 2 quarters.
Surevest's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $297K in Q4 2018.
328 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2019.

Based on Surevest's 13F filing for Q2 2019, filed 10 Jul 2019.