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

Eaton Vance 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 Q3	–	Sell	-5,171	Closed	-$259K	–	1569
2022 Q2	$259K	Buy	+5,171	New	+$262K	﹤0.01%	1490
2022 Q1	–	Sell	-3,762	Closed	-$193K	–	2713
2021 Q4	$193K	Hold	3,762	–	–	﹤0.01%	1580
2021 Q3	$145K	Hold	3,762	–	–	﹤0.01%	1380
2021 Q2	$197K	Sell	3,762 -360	-9%	-$18.8K	﹤0.01%	1608
2021 Q1	$213K	Hold	4,122	–	–	﹤0.01%	1446
2020 Q4	$211K	Buy	+4,122	New	+$210K	﹤0.01%	1405
2019 Q3	–	Sell	-4,762	Closed	-$235K	–	1322
2019 Q2	$235K	Hold	4,762	–	–	﹤0.01%	1235
2019 Q1	$232K	Buy	+4,762	New	+$230K	﹤0.01%	1190

Other funds holding VTIP

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Eaton Vance Management's VTIP Position: Q3 2022 in Review

Eaton Vance Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2022, closing a stake of 5,171 shares — an estimated $259K sold.

Eaton Vance Management first reported a position in VTIP in Q1 2019 and held it in 8 quarters. The position peaked at $259K in Q2 2022. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2022.

Eaton Vance Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2022 after selling out during the quarter.
Eaton Vance Management sold 5,171 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2022, an estimated $259K.
Eaton Vance Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 8 quarters.
Eaton Vance Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $259K in Q2 2022.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.