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Matthew Hamilton Rosenberg’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Matthew Hamilton Rosenberg’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
Q4 		– Sell
-1,008
Closed -$49.7K – 866
2024
Q3 		$49.7K Sell
1,008
-426
-30% -$20.7K 0.01% 427
2024
Q2 		$68.9K Sell
1,434
-8,697
-86% -$418K 0.02% 371
2024
Q1 		$484K Sell
10,131
-2,118
-17% -$101K 0.14% 75
2023
Q4 		$582K Sell
12,249
-5,847
-32% -$277K 0.18% 59
2023
Q3 		$856K Sell
18,096
-34,273
-65% -$1.62M 0.29% 40
2023
Q2 		$2.48M Sell
52,369
-11,746
-18% -$560K 0.84% 21
2023
Q1 		$3.07M Sell
64,115
-2,739
-4% -$129K 0.99% 18
2022
Q4 		$3.12M Buy
66,854
+24,574
+58% +$1.17M 1.06% 19
2022
Q3 		$2.03M Buy
42,280
+39,825
+1,622% +$1.97M 0.79% 22
2022
Q2 		$1.23M Sell
2,455
-16
-0.6% -$809 0.46% 33
2022
Q1 		$127K Buy
2,471
+130
+6% +$6.67K 0.04% 272
2021
Q4 		$120K Buy
2,341
+1,276
+120% +$66.4K 0.04% 265
2021
Q3 		$56K Buy
1,065
+135
+15% +$7.08K 0.02% 377
2021
Q2 		$49K Sell
930
-230
-20% -$12K 0.03% 363
2021
Q1 		$60K Hold
1,160
– – 0.03% 327
2020
Q4 		$59K Buy
+1,160
New +$59K 0.04% 314

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Matthew Hamilton Rosenberg's VTIP Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2024, closing a stake of 1,008 shares — an estimated $49.7K sold.

Matthew Hamilton Rosenberg first reported a position in VTIP in Q4 2020 and held it in 16 quarters. The position peaked at $3.12M in Q4 2022. 768 funds tracked by Wall St. Rank hold VTIP as of Q4 2024.

  • Matthew Hamilton Rosenberg reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 1,008 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2024, an estimated $49.7K.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 16 quarters.
  • Matthew Hamilton Rosenberg's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.12M in Q4 2022.
  • 768 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.