Pathstone Family Office’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pathstone Family Office’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
2023 Q3	$908K	Buy	+36,296	New	+$1.71M	0.01%	754
2019 Q3	–	Sell	-1	Closed	–	–	714
2019 Q2	$0	Buy	+1	New	+$49	﹤0.01%	907
2018 Q4	–	Sell	-9,067	Closed	-$439K	–	569
2018 Q3	$439K	Buy	+9,067	New	+$443K	0.14%	39

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pathstone Family Office's VTIP Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023: 36,296 shares worth $908K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in VTIP as recently as Q2 2019.

Pathstone Family Office first reported a position in VTIP in Q3 2018 and has held it in 3 quarters since. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Pathstone Family Office held 36,296 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $908K as of Q3 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Pathstone Family Office position in Q3 2023.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #754 holding.
Pathstone Family Office first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and has held it in 3 quarters since.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.