TD Ameritrade Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

TD Ameritrade Investment Management’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
2023 Q3	–	Sell	-1,895,081	Closed	-$89.9M	–	501
2023 Q2	$89.9M	Sell	1,895,081 -133,499	-7%	-$6.36M	0.96%	23
2023 Q1	$97M	Sell	2,028,580 -139,739	-6%	-$6.58M	1%	21
2022 Q4	$101M	Sell	2,168,319 -401,159	-16%	-$19.1M	1.02%	20
2022 Q3	$124M	Sell	2,569,478 -122,815	-5%	-$6.08M	1.23%	17
2022 Q2	$135M	Sell	2,692,293 -110,231	-4%	-$5.58M	1.2%	17
2022 Q1	$144M	Buy	2,802,524 +14,125	+0.5%	+$724K	1.07%	19
2021 Q4	$143M	Buy	2,788,399 +287,469	+11%	+$15M	1%	19
2021 Q3	$128M	Sell	2,500,930 -127,184	-5%	-$6.67M	1.04%	19
2021 Q2	$138M	Buy	2,628,114 +89,898	+4%	+$4.69M	0.98%	19
2021 Q1	$130M	Hold	2,538,216	–	–	0.99%	22
2020 Q4	$130M	Buy	2,538,216 +37,286	+1%	+$1.9M	0.99%	22
2020 Q3	$128M	Buy	2,500,930 +616,553	+33%	+$31.3M	1.04%	19
2020 Q2	$94.5M	Sell	1,884,377 -2,223	-0.1%	-$110K	0.79%	29
2020 Q1	$91.9M	Sell	1,886,600 -49,465	-3%	-$2.43M	0.85%	26
2019 Q4	$95.4M	Buy	1,936,065 +124,549	+7%	+$6.13M	0.72%	32
2019 Q3	$88.9M	Sell	1,811,516 -552,984	-23%	-$27.3M	0.71%	32
2019 Q2	$117M	Buy	2,364,500 +122,028	+5%	+$5.98M	0.95%	25
2019 Q1	$109M	Buy	2,242,472 +48,971	+2%	+$2.36M	0.92%	27
2018 Q4	$105M	Buy	2,193,501 +105,603	+5%	+$5.08M	0.97%	26
2018 Q3	$101M	Sell	2,087,898 -145,380	-7%	-$7.1M	0.82%	29
2018 Q2	$109M	Buy	2,233,278 +134,793	+6%	+$6.59M	0.93%	26
2018 Q1	$103M	Buy	2,098,485 +174,752	+9%	+$8.51M	1.12%	20
2017 Q4	$93.9M	Buy	1,923,733 +137,861	+8%	+$6.82M	1.07%	21
2017 Q3	$88.3M	Buy	1,785,872 +1,218,601	+215%	+$60.2M	1.09%	22
2017 Q2	$27.9M	Buy	567,271 +23,947	+4%	+$1.18M	0.37%	34
2017 Q1	$26.9M	Buy	+543,324	New	+$26.8M	0.4%	33

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Investment Management's VTIP Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 1,895,081 shares — an estimated $89.9M sold.

TD Ameritrade Investment Management first reported a position in VTIP in Q1 2017 and held it in 26 quarters. The position peaked at $144M in Q1 2022. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 1,895,081 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $89.9M.
TD Ameritrade Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 26 quarters.
TD Ameritrade Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $144M in Q1 2022.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.