Robertson Stephens Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Robertson Stephens Wealth 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
2024 Q3	–	Sell	-4,872	Closed	-$236K	–	638
2024 Q2	$236K	Sell	4,872 -12,592	-72%	-$606K	0.01%	453
2024 Q1	$836K	Sell	17,464 -17,597	-50%	-$838K	0.04%	261
2023 Q4	$1.67M	Sell	35,061 -3,558	-9%	-$169K	0.1%	160
2023 Q3	$1.83M	Buy	+38,619	New	+$1.82M	0.12%	150

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

Robertson Stephens Wealth Management's VTIP Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 4,872 shares — an estimated $236K sold.

Robertson Stephens Wealth Management first reported a position in VTIP in Q3 2023 and held it in 4 quarters. The position peaked at $1.83M in Q3 2023. 701 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Robertson Stephens Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,872 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $236K.
Robertson Stephens Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and held it in 4 quarters.
Robertson Stephens Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.83M in Q3 2023.
701 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.