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

TrueWealth LLC’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 Q2	$62K	Hold	1,232	–	–	0.03%	253
2020 Q1	$60K	Hold	1,232	–	–	0.03%	232
2019 Q4	$61K	Sell	1,232 -6,565	-84%	-$323K	0.02%	251
2019 Q3	$382K	Hold	7,797	–	–	0.16%	87
2019 Q2	$385K	Hold	7,797	–	–	0.17%	89
2019 Q1	$380K	Hold	7,797	–	–	0.18%	87
2018 Q4	$374K	Hold	7,797	–	–	0.19%	85
2018 Q3	$377K	Hold	7,797	–	–	0.17%	90
2018 Q2	$381K	Hold	7,797	–	–	0.18%	85
2018 Q1	$381K	Hold	7,797	–	–	0.19%	77
2017 Q4	$381K	Buy	+7,797	New	+$386K	0.18%	89

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

TrueWealth LLC's VTIP Position: Q2 2020 in Review

TrueWealth LLC held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2020 at 1,232 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #253.

TrueWealth LLC first reported a position in VTIP in Q4 2017 and has held it in 11 quarters since. The position peaked at $385K in Q2 2019. 364 funds tracked by Wall St. Rank hold VTIP as of Q2 2020.

TrueWealth LLC held 1,232 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $62K as of Q2 2020.
TrueWealth LLC left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2020.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #253 holding.
TrueWealth LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $385K in Q2 2019.
364 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.