Mayflower Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Mayflower Financial 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	-4,645	Closed	-$222K	–	371
2024 Q1	$222K	Sell	4,645 -1,357	-23%	-$64.6K	0.04%	326
2023 Q4	$285K	Sell	6,002 -3	-0%	-$142	0.04%	273
2023 Q3	$284K	Sell	6,005 -2,848	-32%	-$135K	0.04%	260
2023 Q2	$420K	Sell	8,853 -2,357	-21%	-$112K	0.05%	235
2023 Q1	$536K	Sell	11,210 -58	-0.5%	-$2.73K	0.07%	189
2022 Q4	$526K	Buy	11,268 +1,183	+12%	+$56.4K	0.07%	186
2022 Q3	$485K	Buy	10,085 +2,729	+37%	+$135K	0.08%	191
2022 Q2	$369K	Buy	7,356 +1,723	+31%	+$87.2K	0.06%	228
2022 Q1	$288K	Buy	5,633 +1,605	+40%	+$82.3K	0.04%	281
2021 Q4	$207K	Buy	+4,028	New	+$210K	0.03%	313

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

Mayflower Financial Advisors's VTIP Position: Q2 2024 in Review

Mayflower Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 4,645 shares — an estimated $222K sold.

Mayflower Financial Advisors first reported a position in VTIP in Q4 2021 and held it in 10 quarters. The position peaked at $536K in Q1 2023. 731 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Mayflower Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Mayflower Financial Advisors sold 4,645 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $222K.
Mayflower Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 10 quarters.
Mayflower Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $536K in Q1 2023.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Mayflower Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.