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WA
WFG Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
WFG Advisors’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
2017
Q2
$332K
Buy
6,740
+1,625
+32%
+$80.3K
0.08%
269
2017
Q1
$253K
Buy
5,115
+4,305
+531%
+$212K
0.07%
288
2016
Q4
$40K
Buy
810
+300
+59%
+$14.8K
0.01%
764
2016
Q3
$25K
Hold
510
–
–
0.01%
896
2016
Q2
$25K
Hold
510
–
–
0.01%
871
2016
Q1
$25K
Hold
510
–
–
0.01%
835
2015
Q4
$25K
Hold
510
–
–
0.01%
838
2015
Q3
$25K
Buy
+510
New
+$24.7K
0.01%
831
2014
Q4
–
Sell
-1,200
Closed
-$59K
–
2255
2014
Q3
$59K
Buy
+1,200
New
+$59.8K
0.01%
866
2013
Q4
–
Sell
-66
Closed
-$3K
–
2328
2013
Q3
$3K
Sell
66
-1
-1%
-$49
﹤0.01%
1875
2013
Q2
$3K
Buy
+67
New
+$3.34K
﹤0.01%
1797
Other funds holding VTIP
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
AA
Alesco Advisors
Pittsford, New York
$3.92B AUM
15.21%
1-Year Est. Return
BJ
Brouwer & Janachowski
Mill Valley, California
$574M AUM
24.29%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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