WhitTier Trust Company’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

WhitTier Trust Company’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	–	Sell	-9,080	Closed	-$430K	–	1191
2023 Q2	$430K	Hold	9,080	–	–	0.01%	356
2023 Q1	$434K	Hold	9,080	–	–	0.02%	355
2022 Q4	$424K	Sell	9,080 -5,645	-38%	-$269K	0.02%	359
2022 Q3	$708K	Sell	14,725 -4,742	-24%	-$235K	0.03%	306
2022 Q2	$975K	Buy	19,467 +967	+5%	+$48.9K	0.04%	275
2022 Q1	$947K	Sell	18,500 -300	-2%	-$15.4K	0.03%	289
2021 Q4	$966K	Sell	18,800 -6,713	-26%	-$349K	0.04%	280
2021 Q3	$1.34M	Sell	25,513 -12,487	-33%	-$655K	0.05%	236
2021 Q2	$1.99M	Sell	38,000 -27,700	-42%	-$1.44M	0.08%	195
2021 Q1	$3.39M	Sell	65,700 -14,300	-18%	-$735K	0.15%	128
2020 Q4	$4.09M	Sell	80,000 -20,000	-20%	-$1.02M	0.2%	111
2020 Q3	$5.1M	Buy	+100,000	New	+$5.07M	0.29%	85

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

WhitTier Trust Company's VTIP Position: Q3 2023 in Review

WhitTier Trust Company sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 9,080 shares — an estimated $430K sold.

WhitTier Trust Company first reported a position in VTIP in Q3 2020 and held it in 12 quarters. The position peaked at $5.1M in Q3 2020. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

WhitTier Trust Company reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
WhitTier Trust Company sold 9,080 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $430K.
WhitTier Trust Company first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 12 quarters.
WhitTier Trust Company's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.1M in Q3 2020.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on WhitTier Trust Company's 13F filing for Q3 2023, filed 27 Oct 2023.