HSA
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HBK Sorce Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

HBK Sorce Advisory’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
Q2 		– Sell
-6,989
Closed -$335K – 621
2024
Q1 		$335K Hold
6,989
– – 0.01% 422
2023
Q4 		$332K Sell
6,989
-600
-8% -$28.4K 0.01% 400
2023
Q3 		$359K Sell
7,589
-865
-10% -$40.9K 0.02% 371
2023
Q2 		$401K Buy
8,454
+183
+2% +$8.72K 0.02% 377
2023
Q1 		$396K Sell
8,271
-7,147
-46% -$337K 0.02% 380
2022
Q4 		$720K Buy
15,418
+3,507
+29% +$167K 0.02% 353
2022
Q3 		$573K Buy
11,911
+4,070
+52% +$202K 0.04% 247
2022
Q2 		$393K Buy
7,841
+132
+2% +$6.68K 0.03% 280
2022
Q1 		$395K Buy
+7,709
New +$395K 0.02% 341

Other funds holding VTIP

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return