Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-86	Closed	-$4.11K	–	586
2024 Q1	$4.11K	Sell	86 -8,999	-99%	-$428K	﹤0.01%	535
2023 Q4	$434K	Hold	9,085	–	–	﹤0.01%	212
2023 Q3	$430K	Buy	+9,085	New	+$429K	﹤0.01%	210

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

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

HWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's VTIP Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 86 shares — an estimated $4.11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VTIP in Q3 2023 and held it in 3 quarters. The position peaked at $434K in Q4 2023. 731 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 86 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $4.11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $434K in Q4 2023.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.