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

WBH Advisory’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	–	Sell	-5,227	Closed	-$252K	–	244
2018 Q3	$252K	Buy	5,227 +14	+0.3%	+$684	0.06%	222
2018 Q2	$254K	Buy	5,213 +6	+0.1%	+$293	0.07%	205
2018 Q1	$254K	Buy	5,207 +17	+0.3%	+$828	0.07%	202
2017 Q4	$253K	Buy	5,190 +1,001	+24%	+$49.5K	0.07%	201
2017 Q3	$207K	Hold	4,189	–	–	0.06%	213
2017 Q2	$206K	Hold	4,189	–	–	0.06%	221
2017 Q1	$207K	Buy	+4,189	New	+$207K	0.06%	220

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

WBH Advisory's VTIP Position: Q4 2018 in Review

WBH Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2018, closing a stake of 5,227 shares — an estimated $252K sold.

WBH Advisory first reported a position in VTIP in Q1 2017 and held it in 7 quarters. The position peaked at $254K in Q2 2018. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

WBH Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2018 after selling out during the quarter.
WBH Advisory sold 5,227 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $252K.
WBH Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 7 quarters.
WBH Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $254K in Q2 2018.
312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.