Hassell Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hassell Wealth Management’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	-107,590	Closed	-$5.08M	–	22
2023 Q2	$5.08M	Sell	107,590 -5,028	-4%	-$240K	3.48%	9
2023 Q1	$5.4M	Sell	112,618 -2,226	-2%	-$105K	3.96%	8
2022 Q4	$5.39M	Buy	+114,844	New	+$5.47M	4.04%	8

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

Hassell Wealth Management's VTIP Position: Q3 2023 in Review

Hassell Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2023, closing a stake of 107,590 shares — an estimated $5.08M sold.

Hassell Wealth Management first reported a position in VTIP in Q4 2022 and held it in 3 quarters. The position peaked at $5.4M in Q1 2023. 731 funds tracked by Wall St. Rank hold VTIP as of Q3 2023.

Hassell Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2023 after selling out during the quarter.
Hassell Wealth Management sold 107,590 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2023, an estimated $5.08M.
Hassell Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 3 quarters.
Hassell Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.4M in Q1 2023.
731 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2023.

Based on Hassell Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.