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

Wealthfront’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 Q3	$7.57M	Sell	156,565 -7,905	-5%	-$386K	0.07%	47
2018 Q2	$8.03M	Sell	164,470 -218,153	-57%	-$10.7M	0.08%	42
2018 Q1	$18.7M	Buy	382,623 +288,516	+307%	+$14.1M	0.19%	26
2017 Q4	$4.59M	Sell	94,107 -123,279	-57%	-$6.1M	0.05%	65
2017 Q3	$10.8M	Buy	217,386 +61,233	+39%	+$3.03M	0.14%	30
2017 Q2	$7.69M	Sell	156,153 -65,869	-30%	-$3.25M	0.12%	35
2017 Q1	$11M	Buy	222,022 +64,981	+41%	+$3.2M	0.2%	25
2016 Q4	$7.72M	Buy	157,041 +29,979	+24%	+$1.48M	0.17%	28
2016 Q3	$6.31M	Buy	127,062 +24,793	+24%	+$1.23M	0.15%	31
2016 Q2	$5.06M	Buy	102,269 +30,793	+43%	+$1.51M	0.14%	32
2016 Q1	$3.51M	Sell	71,476 -37,159	-34%	-$1.8M	0.11%	38
2015 Q4	$5.25M	Sell	108,635 -14,312	-12%	-$692K	0.19%	27
2015 Q3	$5.95M	Buy	122,947 +27,271	+29%	+$1.32M	0.24%	25
2015 Q2	$4.66M	Buy	95,676 +50,051	+110%	+$2.44M	0.19%	23
2015 Q1	$2.21M	Buy	45,625 +7,975	+21%	+$386K	0.11%	24
2014 Q4	$1.82M	Buy	37,650 +167	+0.4%	+$8.21K	0.11%	27
2014 Q3	$1.85M	Buy	+37,483	New	+$1.87M	0.13%	24

Other funds holding VTIP

Betterment LLC New York $52.8B AUM 15.34% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Wealthfront's VTIP Position: Q3 2018 in Review

Wealthfront reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.8% in Q3 2018, selling an estimated $386K and leaving 156,565 shares worth $7.57M. The position accounts for 0.07% of the portfolio, ranked #47.

Wealthfront first reported a position in VTIP in Q3 2014 and has held it in 17 quarters since. The position peaked at $18.7M in Q1 2018. 295 funds tracked by Wall St. Rank hold VTIP as of Q3 2018.

Wealthfront held 156,565 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.57M as of Q3 2018.
Wealthfront sold 7,905 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2018, an estimated $386K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Wealthfront's portfolio in Q3 2018, its #47 holding.
Wealthfront first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2014 and has held it in 17 quarters since.
Wealthfront's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.7M in Q1 2018.
295 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.