Osborne Partners Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Osborne Partners Capital Management’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 Q2	–	Sell	-6,144	Closed	-$317K	–	205
2021 Q1	$317K	Buy	+6,144	New	+$316K	0.03%	167

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osborne Partners Capital Management's VTIP Position: Q2 2021 in Review

Osborne Partners Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2021, closing a stake of 6,144 shares — an estimated $317K sold.

Osborne Partners Capital Management first reported a position in VTIP in Q1 2021 and held it in 1 quarter. The position peaked at $317K in Q1 2021. 577 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

Osborne Partners Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2021 after selling out during the quarter.
Osborne Partners Capital Management sold 6,144 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $317K.
Osborne Partners Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 1 quarter.
Osborne Partners Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $317K in Q1 2021.
577 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Osborne Partners Capital Management's 13F filing for Q2 2021, filed 9 Aug 2021.