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

Whittier 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
2023 Q3	–	Sell	-304	Closed	-$14.4K	–	1707
2023 Q2	$14.4K	Hold	304	–	–	﹤0.01%	1192
2023 Q1	$14.5K	Buy	+304	New	+$14.3K	﹤0.01%	1220
2022 Q2	–	Sell	-14,549	Closed	-$745K	–	1781
2022 Q1	$745K	Buy	+14,549	New	+$746K	0.01%	425
2021 Q1	–	Sell	-15,000	Closed	-$766K	–	1543
2020 Q4	$766K	Buy	+15,000	New	+$763K	0.02%	373

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whittier Trust's VTIP Position: Q3 2023 in Review

Whittier Trust sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 304 shares — an estimated $14.4K sold.

Whittier Trust first reported a position in VTIP in Q4 2020 and held it in 4 quarters. The position peaked at $766K in Q4 2020. 732 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Whittier Trust reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Whittier Trust sold 304 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $14.4K.
Whittier Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 4 quarters.
Whittier Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $766K in Q4 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's 13F filing for Q3 2023, filed 27 Oct 2023.