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

Baystate Wealth 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 Q4	$72.9K	Buy	+1,534	New	+$72.7K	0.01%	317
2022 Q4	–	Sell	-68	Closed	-$3K	–	988
2022 Q3	$3K	Hold	68	–	–	﹤0.01%	723
2022 Q2	$3K	Buy	+68	New	+$3.44K	﹤0.01%	738

Other funds holding VTIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

HWA

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Baystate Wealth Management's VTIP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023: 1,534 shares worth $72.9K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in VTIP as recently as Q3 2022.

Baystate Wealth Management first reported a position in VTIP in Q2 2022 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Baystate Wealth Management held 1,534 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $72.9K as of Q4 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Baystate Wealth Management position in Q4 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #317 holding.
Baystate Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 3 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.