New Potomac Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

New Potomac 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
2024 Q3	$547K	Hold	11,100	–	–	0.28%	66
2024 Q2	$539K	Buy	11,100 +800	+8%	+$38.5K	0.29%	62
2024 Q1	$493K	Buy	10,300 +200	+2%	+$9.52K	0.27%	66
2023 Q4	$480K	Hold	10,100	–	–	0.29%	69
2023 Q3	$478K	Sell	10,100 -400	-4%	-$18.9K	0.33%	62
2023 Q2	$498K	Hold	10,500	–	–	0.33%	61
2023 Q1	$502K	Buy	+10,500	New	+$494K	0.35%	58

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

EWM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

New Potomac Partners's VTIP Position: Q3 2024 in Review

New Potomac Partners held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2024 at 11,100 shares worth $547K. The position accounts for 0.28% of the portfolio, ranked #66.

New Potomac Partners first reported a position in VTIP in Q1 2023 and has held it in 7 quarters since. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

New Potomac Partners held 11,100 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $547K as of Q3 2024.
New Potomac Partners left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2024.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.28% of New Potomac Partners's portfolio in Q3 2024, its #66 holding.
New Potomac Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 7 quarters since.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.