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Cambridge Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cambridge Trust’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
2024
Q1 		$6.56K Hold
137
– – ﹤0.01% 597
2023
Q4 		$6.51K Buy
+137
New +$6.49K ﹤0.01% 611
2022
Q4 		– Sell
-161
Closed -$8K – 905
2022
Q3 		$8K Hold
161
– – ﹤0.01% 681
2022
Q2 		$8K Hold
161
– – ﹤0.01% 713
2022
Q1 		$8K Hold
161
– – ﹤0.01% 780
2021
Q4 		$8K Buy
+161
New +$8.38K ﹤0.01% 857

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Cambridge Trust's VTIP Position: Q1 2024 in Review

Cambridge Trust held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2024 at 137 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Cambridge Trust first reported a position in VTIP in Q4 2021 and has held it in 6 quarters since. The position peaked at $8K in Q3 2022. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Cambridge Trust held 137 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.56K as of Q1 2024.
  • Cambridge Trust left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2024.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #597 holding.
  • Cambridge Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 6 quarters since.
  • Cambridge Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8K in Q3 2022.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.