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

Wilshire 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
2016
Q2 		– Sell
-112,640
Closed -$5.53M – 23
2016
Q1 		$5.53M Sell
112,640
-1,990
-2% -$96.5K 2.81% 10
2015
Q4 		$5.52M Buy
+114,630
New +$5.54M 3.12% 10

Other funds holding VTIP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Wilshire Advisors's VTIP Position: Q2 2016 in Review

Wilshire Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2016, closing a stake of 112,640 shares — an estimated $5.53M sold.

Wilshire Advisors first reported a position in VTIP in Q4 2015 and held it in 2 quarters. The position peaked at $5.53M in Q1 2016. 154 funds tracked by Wall St. Rank hold VTIP as of Q2 2016.

  • Wilshire Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2016 after selling out during the quarter.
  • Wilshire Advisors sold 112,640 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2016, an estimated $5.53M.
  • Wilshire Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and held it in 2 quarters.
  • Wilshire Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.53M in Q1 2016.
  • 154 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2016.

Based on Wilshire Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.