Hendershot Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hendershot Investments’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	-13,099	Closed	-$636K	–	133
2024 Q2	$636K	Buy	13,099 +1,923	+17%	+$92.5K	0.09%	76
2024 Q1	$535K	Hold	11,176	–	–	0.08%	81
2023 Q4	$531K	Hold	11,176	–	–	0.08%	79
2023 Q3	$528K	Hold	11,176	–	–	0.09%	78
2023 Q2	$530K	Hold	11,176	–	–	0.09%	82
2023 Q1	$534K	Hold	11,176	–	–	0.09%	83
2022 Q4	$522K	Buy	11,176 +5,509	+97%	+$263K	0.09%	94
2022 Q3	$273K	Buy	+5,667	New	+$281K	0.05%	115

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

Hendershot Investments's VTIP Position: Q3 2024 in Review

Hendershot Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 13,099 shares — an estimated $636K sold.

Hendershot Investments first reported a position in VTIP in Q3 2022 and held it in 8 quarters. The position peaked at $636K in Q2 2024. 701 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Hendershot Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Hendershot Investments sold 13,099 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $636K.
Hendershot Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and held it in 8 quarters.
Hendershot Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $636K in Q2 2024.
701 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Hendershot Investments's 13F filing for Q3 2024, filed 15 Nov 2024.