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WT
Washington Trust’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Washington Trust’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
-58
Closed
-$2.81K
–
887
2024
Q2
$2.81K
Hold
58
–
–
﹤0.01%
799
2024
Q1
$2.78K
Hold
58
–
–
﹤0.01%
793
2023
Q4
$2.75K
Hold
58
–
–
﹤0.01%
774
2023
Q3
$2.74K
Sell
58
-608
-91%
-$28.7K
﹤0.01%
739
2023
Q2
$31.6K
Hold
666
–
–
﹤0.01%
482
2023
Q1
$31.8K
Hold
666
–
–
﹤0.01%
488
2022
Q4
$31.1K
Hold
666
–
–
﹤0.01%
481
2022
Q3
$32K
Sell
666
-5,817
-90%
-$288K
﹤0.01%
465
2022
Q2
$325K
Hold
6,483
–
–
0.02%
197
2022
Q1
$332K
Buy
6,483
+58
+0.9%
+$2.98K
0.01%
209
2021
Q4
$330K
Sell
6,425
-1,940
-23%
-$101K
0.01%
211
2021
Q3
$440K
Sell
8,365
-50
-0.6%
-$2.62K
0.01%
229
2021
Q2
$441K
Buy
8,415
+2,875
+52%
+$150K
0.01%
223
2021
Q1
$285K
Buy
5,540
+3,600
+186%
+$185K
0.01%
254
2020
Q4
$99K
Hold
1,940
–
–
﹤0.01%
376
2020
Q3
$99K
Buy
1,940
+704
+57%
+$35.7K
﹤0.01%
341
2020
Q2
$62K
Hold
1,236
–
–
﹤0.01%
358
2020
Q1
$60K
Buy
+1,236
New
+$60.7K
﹤0.01%
369
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$1.47T AUM
27.86%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
SEI Investments
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$108B AUM
26.14%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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