FineMark National Bank & Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

FineMark National Bank & 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
2025 Q4	$604K	Buy	12,216 +1,803	+17%	+$90.2K	0.02%	283
2025 Q3	$527K	Sell	10,413 -101	-1%	-$5.08K	0.02%	301
2025 Q2	$529K	Hold	10,514	–	–	0.02%	295
2025 Q1	$525K	Hold	10,514	–	–	0.02%	290
2024 Q4	$509K	Hold	10,514	–	–	0.02%	282
2024 Q3	$518K	Sell	10,514 -142	-1%	-$6.92K	0.02%	280
2024 Q2	$517K	Sell	10,656 -470	-4%	-$22.6K	0.02%	271
2024 Q1	$533K	Buy	11,126 +507	+5%	+$24.1K	0.02%	272
2023 Q4	$504K	Sell	10,619 -1	-0%	-$47	0.02%	280
2023 Q3	$502K	Hold	10,620	–	–	0.02%	271
2023 Q2	$504K	Buy	10,620 +331	+3%	+$15.8K	0.02%	278
2023 Q1	$492K	Buy	10,289 +1,131	+12%	+$53.3K	0.02%	273
2022 Q4	$428K	Buy	+9,158	New	+$436K	0.02%	274

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

EWM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FineMark National Bank & Trust's VTIP Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q4 2025, buying an estimated $90.2K and bringing the position to 12,216 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #283.

FineMark National Bank & Trust first reported a position in VTIP in Q4 2022 and has held it in 13 quarters since. 897 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

FineMark National Bank & Trust held 12,216 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $604K as of Q4 2025.
FineMark National Bank & Trust bought 1,803 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $90.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #283 holding.
FineMark National Bank & Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 13 quarters since.
897 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.