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

Prudent Man 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 Q1	–	Sell	-5,462	Closed	-$259K	–	194
2023 Q4	$259K	Hold	5,462	–	–	0.1%	144
2023 Q3	$258K	Hold	5,462	–	–	0.1%	148
2023 Q2	$259K	Hold	5,462	–	–	0.1%	151
2023 Q1	$261K	Sell	5,462 -1,050	-16%	-$49.4K	0.1%	149
2022 Q4	$304K	Hold	6,512	–	–	0.12%	142
2022 Q3	$313K	Hold	6,512	–	–	0.15%	123
2022 Q2	$326K	Hold	6,512	–	–	0.15%	121
2022 Q1	$333K	Hold	6,512	–	–	0.14%	120
2021 Q4	$335K	Hold	6,512	–	–	0.13%	125
2021 Q3	$342K	Hold	6,512	–	–	0.13%	126
2021 Q2	$341K	Hold	6,512	–	–	0.13%	129
2021 Q1	$336K	Hold	6,512	–	–	0.14%	123
2020 Q4	$333K	Buy	+6,512	New	+$331K	0.14%	121

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Prudent Man Advisors's VTIP Position: Q1 2024 in Review

Prudent Man Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 5,462 shares — an estimated $259K sold.

Prudent Man Advisors first reported a position in VTIP in Q4 2020 and held it in 13 quarters. The position peaked at $342K in Q3 2021. 720 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

Prudent Man Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
Prudent Man Advisors sold 5,462 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $259K.
Prudent Man Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 13 quarters.
Prudent Man Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $342K in Q3 2021.
720 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Prudent Man Advisors's 13F filing for Q1 2024, filed 14 May 2024.