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

Anchor Capital 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
2023 Q3	–	Sell	-23,782	Closed	-$1.13M	–	274
2023 Q2	$1.13M	Hold	23,782	–	–	0.03%	163
2023 Q1	$1.14M	Sell	23,782 -1,265	-5%	-$59.6K	0.03%	155
2022 Q4	$1.17M	Sell	25,047 -5,408	-18%	-$258K	0.03%	162
2022 Q3	$1.47M	Sell	30,455 -149,135	-83%	-$7.39M	0.04%	146
2022 Q2	$9M	Buy	179,590 +734	+0.4%	+$37.1K	0.23%	103
2022 Q1	$9.16M	Sell	178,856 -141,876	-44%	-$7.28M	0.19%	106
2021 Q4	$16.5M	Buy	320,732 +7,793	+2%	+$406K	0.33%	98
2021 Q3	$16.5M	Buy	312,939 +8,370	+3%	+$439K	0.34%	96
2021 Q2	$16M	Buy	304,569 +12,359	+4%	+$644K	0.32%	99
2021 Q1	$15.1M	Buy	292,210 +57,087	+24%	+$2.94M	0.32%	98
2020 Q4	$12M	Sell	235,123 -7,467	-3%	-$380K	0.27%	105
2020 Q3	$12.4M	Buy	+242,590	New	+$12.3M	0.31%	99

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Anchor Capital Advisors's VTIP Position: Q3 2023 in Review

Anchor Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 23,782 shares — an estimated $1.13M sold.

Anchor Capital Advisors first reported a position in VTIP in Q3 2020 and held it in 12 quarters. The position peaked at $16.5M in Q4 2021. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Anchor Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Anchor Capital Advisors sold 23,782 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $1.13M.
Anchor Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 12 quarters.
Anchor Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.5M in Q4 2021.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Anchor Capital Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.