Eagle Ridge Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Eagle Ridge Investment 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
2024 Q4	$11.9M	Buy	245,208 +7,707	+3%	+$377K	1.04%	41
2024 Q3	$11.7M	Buy	237,501 +18,570	+8%	+$904K	1.03%	42
2024 Q2	$10.6M	Buy	218,931 +5,464	+3%	+$263K	0.98%	43
2024 Q1	$10.2M	Buy	213,467 +4,381	+2%	+$209K	0.94%	45
2023 Q4	$9.93M	Buy	209,086 +6,334	+3%	+$300K	0.97%	46
2023 Q3	$9.59M	Buy	202,752 +10,115	+5%	+$478K	1.05%	42
2023 Q2	$9.13M	Buy	192,637 +8,996	+5%	+$429K	0.96%	45
2023 Q1	$8.78M	Buy	183,641 +11,601	+7%	+$546K	0.99%	45
2022 Q4	$8.04M	Buy	172,040 +12,876	+8%	+$614K	0.94%	46
2022 Q3	$7.66M	Sell	159,164 -50,232	-24%	-$2.49M	0.96%	49
2022 Q2	$10.5M	Buy	209,396 +6,839	+3%	+$346K	1.26%	37
2022 Q1	$10.4M	Buy	202,557 +6,226	+3%	+$319K	1.11%	42
2021 Q4	$10.1M	Buy	+196,331	New	+$10.2M	1.06%	43

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

Eagle Ridge Investment Management's VTIP Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.2% in Q4 2024, buying an estimated $377K and bringing the position to 245,208 shares worth $11.9M. The position accounts for 1.04% of the portfolio, ranked #41.

Eagle Ridge Investment Management first reported a position in VTIP in Q4 2021 and has held it in 13 quarters since. 766 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

Eagle Ridge Investment Management held 245,208 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.9M as of Q4 2024.
Eagle Ridge Investment Management bought 7,707 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $377K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.04% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #41 holding.
Eagle Ridge Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 13 quarters since.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.