HM Payson & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

HM Payson & Co’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
2026 Q1	–	Sell	-380	Closed	-$18.8K	–	1223
2025 Q4	$18.8K	Buy	+380	New	+$19K	﹤0.01%	847
2024 Q1	–	Sell	-88,000	Closed	-$4.18M	–	1015
2023 Q4	$4.18M	Hold	88,000	–	–	0.09%	114
2023 Q3	$4.16M	Hold	88,000	–	–	0.1%	109
2023 Q2	$4.17M	Hold	88,000	–	–	0.09%	106
2023 Q1	$4.21M	Sell	88,000 -153	-0.2%	-$7.2K	0.1%	104
2022 Q4	$4.12M	Sell	88,153 -15,022	-15%	-$716K	0.1%	103
2022 Q3	$4.96M	Buy	103,175 +53,363	+107%	+$2.64M	0.14%	90
2022 Q2	$2.5M	Buy	49,812 +1,659	+3%	+$83.9K	0.06%	132
2022 Q1	$2.47M	Sell	48,153 -375	-0.8%	-$19.2K	0.06%	146
2021 Q4	$2.49M	Buy	48,528 +528	+1%	+$27.5K	0.05%	149
2021 Q3	$2.52M	Hold	48,000	–	–	0.06%	149
2021 Q2	$2.52M	Hold	48,000	–	–	0.06%	151
2021 Q1	$2.47M	Buy	48,000 +20,000	+71%	+$1.03M	0.07%	149
2020 Q4	$1.43M	Hold	28,000	–	–	0.04%	177
2020 Q3	$1.43M	Hold	28,000	–	–	0.04%	169
2020 Q2	$1.41M	Hold	28,000	–	–	0.05%	163
2020 Q1	$1.36M	Buy	28,000 +7,998	+40%	+$393K	0.05%	145
2019 Q4	$986K	Hold	20,002	–	–	0.03%	209
2019 Q3	$981K	Buy	+20,002	New	+$988K	0.03%	205

Other funds holding VTIP

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

EWM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

HM Payson & Co's VTIP Position: Q1 2026 in Review

HM Payson & Co sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 380 shares — an estimated $18.8K sold.

HM Payson & Co first reported a position in VTIP in Q3 2019 and held it in 19 quarters. The position peaked at $4.96M in Q3 2022. 917 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

HM Payson & Co reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 380 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $18.8K.
HM Payson & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and held it in 19 quarters.
HM Payson & Co's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.96M in Q3 2022.
917 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.