Aureus Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Aureus Asset Management’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	-8,000	Closed	-$379K	–	206
2023 Q2	$379K	Hold	8,000	–	–	0.03%	135
2023 Q1	$383K	Hold	8,000	–	–	0.03%	133
2022 Q4	$374K	Buy	+8,000	New	+$381K	0.03%	140

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aureus Asset Management's VTIP Position: Q3 2023 in Review

Aureus Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 8,000 shares — an estimated $379K sold.

Aureus Asset Management first reported a position in VTIP in Q4 2022 and held it in 3 quarters. The position peaked at $383K in Q1 2023. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Aureus Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Aureus Asset Management sold 8,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $379K.
Aureus Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 3 quarters.
Aureus Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $383K in Q1 2023.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Aureus Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.