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

Evermay 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
2024 Q3	–	Sell	-119,014	Closed	-$5.78M	–	629
2024 Q2	$5.78M	Sell	119,014 -1,319	-1%	-$63.4K	0.93%	19
2024 Q1	$5.76M	Buy	+120,333	New	+$5.73M	0.87%	19
2023 Q4	–	Sell	-680	Closed	-$32.2K	–	694
2023 Q3	$32.2K	Buy	+680	New	+$32.1K	0.01%	341
2022 Q4	–	Sell	-944	Closed	-$45K	–	598
2022 Q3	$45K	Sell	944 -179	-16%	-$8.87K	0.01%	293
2022 Q2	$56K	Sell	1,123 -2,377	-68%	-$120K	0.01%	267
2022 Q1	$179K	Buy	+3,500	New	+$180K	0.03%	202

Other funds holding VTIP

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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evermay Wealth Management's VTIP Position: Q3 2024 in Review

Evermay Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 119,014 shares — an estimated $5.78M sold.

Evermay Wealth Management first reported a position in VTIP in Q1 2022 and held it in 6 quarters. The position peaked at $5.78M in Q2 2024. 699 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Evermay Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 119,014 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $5.78M.
Evermay Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 6 quarters.
Evermay Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.78M in Q2 2024.
699 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.