WAM
VTIP icon

Wealthspire Advisors (Maryland)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$9.71M Buy
190,410
+176,986
+1,318% +$8.98M 0.34% 41
2020
Q2 		$673K Sell
13,424
-26,014
-66% -$1.29M 0.05% 211
2020
Q1 		$1.92M Sell
39,438
-12,465
-24% -$612K 0.17% 87
2019
Q4 		$2.56M Sell
51,903
-26,396
-34% -$1.3M 0.17% 82
2019
Q3 		$3.84M Sell
78,299
-1,398
-2% -$69.1K 0.28% 62
2019
Q2 		$3.93M Buy
79,697
+5,969
+8% +$292K 0.29% 55
2019
Q1 		$3.59M Buy
73,728
+1,834
+3% +$88.5K 0.27% 60
2018
Q4 		$3.44M Buy
71,894
+45,697
+174% +$2.2M 0.31% 52
2018
Q3 		$1.27M Buy
26,197
+17,762
+211% +$867K 0.1% 112
2018
Q2 		$412K Buy
8,435
+6,235
+283% +$305K 0.04% 280
2018
Q1 		$108K Hold
2,200
– – 0.01% 684
2017
Q4 		$107K Hold
2,200
– – 0.01% 690
2017
Q3 		$109K Hold
2,200
– – 0.01% 675
2017
Q2 		$108K Hold
2,200
– – 0.01% 671
2017
Q1 		$109K Hold
2,200
– – 0.02% 569
2016
Q4 		$108K Buy
2,200
+200
+10% +$9.88K 0.02% 554
2016
Q3 		$99K Hold
2,000
– – 0.02% 569
2016
Q2 		$99K Hold
2,000
– – 0.02% 536
2016
Q1 		$98K Hold
2,000
– – 0.02% 524
2015
Q4 		$97K Buy
+2,000
New +$96.7K 0.02% 533

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VTIP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1,318% in Q3 2020, buying an estimated $8.98M and bringing the position to 190,410 shares worth $9.71M. The position accounts for 0.34% of the portfolio, ranked #41.

Wealthspire Advisors (Maryland) first reported a position in VTIP in Q4 2015 and has held it in 20 quarters since. 393 funds tracked by Wall St. Rank hold VTIP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 190,410 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.71M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 176,986 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2020, an estimated $8.98M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.34% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #41 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and has held it in 20 quarters since.
  • 393 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.