James Hambro & Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

James Hambro & Partners’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
2021 Q1	–	Sell	-9,870	Closed	-$504K	–	112
2020 Q4	$504K	Hold	9,870	–	–	0.06%	41
2020 Q3	$504K	Hold	9,870	–	–	0.07%	39
2020 Q2	$495K	Sell	9,870 -2,470	-20%	-$123K	0.08%	36
2020 Q1	$602K	Hold	12,340	–	–	0.12%	31
2019 Q4	$608K	Hold	12,340	–	–	0.1%	33
2019 Q3	$605K	Buy	+12,340	New	+$610K	0.12%	29
2019 Q1	–	Sell	-68,765	Closed	-$3.29M	–	49
2018 Q4	$3.29M	Sell	68,765 -3,122	-4%	-$150K	1.29%	14
2018 Q3	$3.48M	Sell	71,887 -640	-0.9%	-$31.2K	1.17%	12
2018 Q2	$3.54M	Buy	72,527 +26,495	+58%	+$1.3M	1.29%	14
2018 Q1	$2.25M	Sell	46,032 -858	-2%	-$41.8K	0.88%	16
2017 Q4	$2.29M	Buy	+46,890	New	+$2.32M	1.27%	13

Other funds holding VTIP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

James Hambro & Partners's VTIP Position: Q1 2021 in Review

James Hambro & Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2021, closing a stake of 9,870 shares — an estimated $504K sold.

James Hambro & Partners first reported a position in VTIP in Q4 2017 and held it in 11 quarters. The position peaked at $3.54M in Q2 2018. 514 funds tracked by Wall St. Rank hold VTIP as of Q1 2021.

James Hambro & Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2021 after selling out during the quarter.
James Hambro & Partners sold 9,870 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2021, an estimated $504K.
James Hambro & Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 11 quarters.
James Hambro & Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.54M in Q2 2018.
514 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2021.

Based on James Hambro & Partners's 13F filing for Q1 2021, filed 28 Apr 2021.