Brown Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Brown Advisory’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
2025 Q1	–	Sell	-7,479	Closed	-$362K	–	1421
2024 Q4	$362K	Buy	+7,479	New	+$365K	﹤0.01%	1106
2023 Q1	–	Sell	-5,114	Closed	-$239K	–	1259
2022 Q4	$239K	Buy	+5,114	New	+$244K	﹤0.01%	1076

Other funds holding VTIP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

EWM

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

Brown Advisory's VTIP Position: Q1 2025 in Review

Brown Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 7,479 shares — an estimated $362K sold.

Brown Advisory first reported a position in VTIP in Q4 2022 and held it in 2 quarters. The position peaked at $362K in Q4 2024. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Brown Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Brown Advisory sold 7,479 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $362K.
Brown Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 2 quarters.
Brown Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $362K in Q4 2024.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.