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	–	886
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

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

Washington Trust's VTIP Position: Q3 2024 in Review

Washington Trust sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2024, closing a stake of 58 shares — an estimated $2.81K sold.

Washington Trust first reported a position in VTIP in Q1 2020 and held it in 18 quarters. The position peaked at $441K in Q2 2021. 700 funds tracked by Wall St. Rank hold VTIP as of Q3 2024.

Washington Trust reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2024 after selling out during the quarter.
Washington Trust sold 58 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2024, an estimated $2.81K.
Washington Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 18 quarters.
Washington Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $441K in Q2 2021.
700 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2024.

Based on Washington Trust's 13F filing for Q3 2024, filed 25 Oct 2024.