Watermark Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Watermark Asset 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
2018 Q4	$39K	Buy	817 +6	+0.7%	+$289	0.02%	104
2018 Q3	$39K	Buy	811 +8	+1%	+$391	0.02%	104
2018 Q2	$39K	Buy	803 +5	+0.6%	+$244	0.02%	102
2018 Q1	$39K	Buy	798 +12	+2%	+$585	0.02%	106
2017 Q4	$38K	Hold	786	–	–	0.02%	110
2017 Q3	$39K	Hold	786	–	–	0.02%	105
2017 Q2	$39K	Hold	786	–	–	0.02%	104
2017 Q1	$39K	Buy	+786	New	+$38.8K	0.02%	101

Other funds holding VTIP

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

Betterment LLC New York $52.8B AUM 15.34% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

TAIM

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Watermark Asset Management's VTIP Position: Q4 2018 in Review

Watermark Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.74% in Q4 2018, buying an estimated $289 and bringing the position to 817 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #104.

Watermark Asset Management first reported a position in VTIP in Q1 2017 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

Watermark Asset Management held 817 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $39K as of Q4 2018.
Watermark Asset Management bought 6 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $289.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Watermark Asset Management's portfolio in Q4 2018, its #104 holding.
Watermark Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 8 quarters since.
312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.