Cary Street Partners Investment Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Cary Street Partners Investment 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
2024 Q4	–	Sell	-74,204	Closed	-$3.66M	–	779
2024 Q3	$3.66M	Sell	74,204 -4,524	-6%	-$220K	0.13%	174
2024 Q2	$3.82M	Sell	78,728 -900	-1%	-$43.3K	0.15%	155
2024 Q1	$3.81M	Sell	79,628 -3,500	-4%	-$167K	0.16%	152
2023 Q4	$3.95M	Sell	83,128 -2,500	-3%	-$118K	0.19%	142
2023 Q3	$4.05M	Sell	85,628 -3,381	-4%	-$160K	0.22%	131
2023 Q2	$4.22M	Sell	89,009 -300	-0.3%	-$14.3K	0.27%	102
2023 Q1	$4.27M	Sell	89,309 -5,100	-5%	-$240K	0.31%	86
2022 Q4	$4.41M	Sell	94,409 -8,414	-8%	-$401K	0.32%	85
2022 Q3	$4.95M	Buy	102,823 +8,029	+8%	+$398K	0.41%	69
2022 Q2	$4.75M	Buy	94,794 +87,958	+1,287%	+$4.45M	0.4%	71
2022 Q1	$350K	Sell	6,836 -667	-9%	-$34.2K	0.1%	190
2021 Q4	$386K	Buy	7,503 +158	+2%	+$8.22K	0.11%	180
2021 Q3	$386K	Buy	+7,345	New	+$385K	0.13%	162

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

EWM

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

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

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

Cary Street Partners Investment Advisory's VTIP Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 74,204 shares — an estimated $3.66M sold.

Cary Street Partners Investment Advisory first reported a position in VTIP in Q3 2021 and held it in 13 quarters. The position peaked at $4.95M in Q3 2022. 767 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 74,204 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $3.66M.
Cary Street Partners Investment Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 13 quarters.
Cary Street Partners Investment Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.95M in Q3 2022.
767 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.