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

Cabot 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
2022 Q4	–	Sell	-6,677	Closed	-$321K	–	156
2022 Q3	$321K	Sell	6,677 -1,284	-16%	-$63.6K	0.05%	130
2022 Q2	$399K	Sell	7,961 -25,970	-77%	-$1.31M	0.06%	123
2022 Q1	$1.74M	Sell	33,931 -155,182	-82%	-$7.96M	0.23%	85
2021 Q4	$9.72M	Sell	189,113 -1,748	-0.9%	-$91K	1.23%	31
2021 Q3	$10M	Sell	190,861 -6,377	-3%	-$335K	1.35%	32
2021 Q2	$10.3M	Sell	197,238 -11,498	-6%	-$599K	1.38%	31
2021 Q1	$10.8M	Buy	208,736 +69,481	+50%	+$3.57M	1.52%	26
2020 Q4	$7.12M	Buy	139,255 +86,982	+166%	+$4.43M	1.09%	39
2020 Q3	$2.67M	Buy	52,273 +12,934	+33%	+$656K	0.49%	59
2020 Q2	$1.97M	Buy	39,339 +8,025	+26%	+$399K	0.39%	60
2020 Q1	$1.53M	Buy	+31,314	New	+$1.54M	0.36%	64
2018 Q2	–	Sell	-4,930	Closed	-$241K	–	132
2018 Q1	$241K	Sell	4,930 -18,535	-79%	-$903K	0.05%	117
2017 Q4	$1.15M	Sell	23,465 -100,627	-81%	-$4.98M	0.25%	79
2017 Q3	$6.14M	Buy	124,092 +36,195	+41%	+$1.79M	1.38%	29
2017 Q2	$4.33M	Buy	87,897 +26,283	+43%	+$1.3M	1.01%	38
2017 Q1	$3.05M	Buy	61,614 +34,628	+128%	+$1.71M	0.75%	52
2016 Q4	$1.33M	Buy	26,986 +3,731	+16%	+$184K	0.36%	78
2016 Q3	$1.16M	Buy	23,255 +855	+4%	+$42.3K	0.3%	88
2016 Q2	$1.11M	Buy	22,400 +6,506	+41%	+$320K	0.29%	88
2016 Q1	$781K	Buy	15,894 +4,815	+43%	+$233K	0.22%	89
2015 Q4	$536K	Sell	11,079 -148	-1%	-$7.16K	0.14%	110
2015 Q3	$543K	Buy	11,227 +464	+4%	+$22.5K	0.15%	105
2015 Q2	$524K	Buy	10,763 +1,358	+14%	+$66.1K	0.13%	109
2015 Q1	$456K	Buy	9,405 +45	+0.5%	+$2.18K	0.11%	116
2014 Q4	$452K	Sell	9,360 -6,323	-40%	-$311K	0.11%	116
2014 Q3	$774K	Buy	15,683 +1,739	+12%	+$86.7K	0.2%	108
2014 Q2	$699K	Buy	13,944 +1,969	+16%	+$98K	0.18%	106
2014 Q1	$591K	Buy	11,975 +406	+4%	+$20.1K	0.16%	117
2013 Q4	$571K	Buy	11,569 +5,230	+83%	+$259K	0.15%	128
2013 Q3	$313K	Buy	+6,339	New	+$313K	0.09%	144

Other funds holding VTIP

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

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

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

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

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

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

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

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

HWA

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

Cabot Wealth Management's VTIP Position: Q4 2022 in Review

Cabot Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 6,677 shares — an estimated $321K sold.

Cabot Wealth Management first reported a position in VTIP in Q3 2013 and held it in 30 quarters. The position peaked at $10.8M in Q1 2021. 812 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Cabot Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Cabot Wealth Management sold 6,677 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $321K.
Cabot Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2013 and held it in 30 quarters.
Cabot Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.8M in Q1 2021.
812 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Cabot Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.