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Halpern Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Halpern Financial’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
2021
Q3 		– Sell
-1,825
Closed -$95.6K – 290
2021
Q2 		$95.6K Hold
1,825
– – 0.05% 53
2021
Q1 		$94.1K Buy
+1,825
New +$93.8K 0.05% 47

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Halpern Financial's VTIP Position: Q3 2021 in Review

Halpern Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2021, closing a stake of 1,825 shares — an estimated $95.6K sold.

Halpern Financial first reported a position in VTIP in Q1 2021 and held it in 2 quarters. The position peaked at $95.6K in Q2 2021. 614 funds tracked by Wall St. Rank hold VTIP as of Q3 2021.

  • Halpern Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 1,825 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2021, an estimated $95.6K.
  • Halpern Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $95.6K in Q2 2021.
  • 614 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.