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

Telemus Capital’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
2018 Q1	–	Sell	-2,000	Closed	-$98K	–	560
2017 Q4	$98K	Buy	+2,000	New	+$98.9K	0.01%	417
2013 Q4	–	Sell	-5,188	Closed	-$256K	–	151
2013 Q3	$256K	Buy	+5,188	New	+$256K	0.08%	118

Other funds holding VTIP

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Telemus Capital's VTIP Position: Q1 2018 in Review

Telemus Capital sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2018, closing a stake of 2,000 shares — an estimated $98K sold.

Telemus Capital first reported a position in VTIP in Q3 2013 and held it in 2 quarters. The position peaked at $256K in Q3 2013. 276 funds tracked by Wall St. Rank hold VTIP as of Q1 2018.

Telemus Capital reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2018 after selling out during the quarter.
Telemus Capital sold 2,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2018, an estimated $98K.
Telemus Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2013 and held it in 2 quarters.
Telemus Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $256K in Q3 2013.
276 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.