First Manhattan’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

First Manhattan’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 Q1	–	Sell	-800	Closed	-$38.1K	–	1397
2023 Q4	$38K	Hold	800	–	–	﹤0.01%	919
2023 Q3	$37.9K	Buy	800 +599	+298%	+$28.3K	﹤0.01%	927
2023 Q2	$9.63K	Hold	201	–	–	﹤0.01%	1153
2023 Q1	$9.71K	Sell	201 -93	-32%	-$4.38K	﹤0.01%	1217
2022 Q4	$13.8K	Buy	294 +93	+46%	+$4.43K	﹤0.01%	1191
2022 Q3	$9K	Sell	201 -12	-6%	-$594	﹤0.01%	1234
2022 Q2	$10K	Sell	213 -508	-70%	-$25.7K	﹤0.01%	1233
2022 Q1	$37K	Buy	721 +202	+39%	+$10.4K	﹤0.01%	1056
2021 Q4	$26K	Hold	519	–	–	﹤0.01%	1125
2021 Q3	$27K	Buy	+519	New	+$27.2K	﹤0.01%	1113
2018 Q4	–	Sell	-300	Closed	-$14K	–	1446
2018 Q3	$14K	Buy	+300	New	+$14.6K	﹤0.01%	1182

Other funds holding VTIP

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

First Manhattan's VTIP Position: Q1 2024 in Review

First Manhattan sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 800 shares — an estimated $38.1K sold.

First Manhattan first reported a position in VTIP in Q3 2018 and held it in 11 quarters. The position peaked at $38K in Q4 2023. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

First Manhattan reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 800 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $38.1K.
First Manhattan first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 11 quarters.
First Manhattan's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $38K in Q4 2023.
719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.