DLHL
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Donald L. Hagan LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Donald L. Hagan LLC’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
Q1 		– Sell
-5,733
Closed -$272K – 108
2023
Q4 		$272K Buy
+5,733
New +$272K 0.15% 88
2023
Q2 		– Sell
-12,137
Closed -$580K – 108
2023
Q1 		$580K Buy
+12,137
New +$571K 0.32% 66

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Donald L. Hagan LLC's VTIP Position: Q1 2024 in Review

Donald L. Hagan LLC sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 5,733 shares — an estimated $272K sold.

Donald L. Hagan LLC first reported a position in VTIP in Q1 2023 and held it in 2 quarters. The position peaked at $580K in Q1 2023. 719 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Donald L. Hagan LLC reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Donald L. Hagan LLC sold 5,733 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $272K.
  • Donald L. Hagan LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 2 quarters.
  • Donald L. Hagan LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $580K in Q1 2023.
  • 719 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Donald L. Hagan LLC's 13F filing for Q1 2024, filed 19 Apr 2024.