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HL
HeadInvest LLC’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
HeadInvest LLC’s Portfolio
VTIP Stock Details
VTIP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.26M
Sell
45,216
-344
-0.8%
-$17.1K
0.46%
57
2025
Q4
$2.25M
Buy
45,560
+3,708
+9%
+$185K
0.45%
59
2025
Q3
$2.12M
Buy
41,852
+3,205
+8%
+$161K
0.44%
59
2025
Q2
$1.94M
Hold
38,647
–
–
0.41%
60
2025
Q1
$1.93M
Buy
38,647
+1,129
+3%
+$55.4K
0.38%
64
2024
Q4
$1.82M
Buy
37,518
+11,781
+46%
+$576K
0.34%
66
2024
Q3
$1.27M
Buy
25,737
+7,357
+40%
+$358K
0.23%
82
2024
Q2
$892K
Hold
18,380
–
–
0.18%
98
2024
Q1
$880K
Sell
18,380
-688
-4%
-$32.8K
0.17%
96
2023
Q4
$906K
Sell
19,068
-335
-2%
-$15.9K
0.19%
92
2023
Q3
$909K
Buy
19,403
+451
+2%
+$21.3K
0.2%
89
2023
Q2
$896K
Sell
18,952
-3,890
-17%
-$185K
0.19%
90
2023
Q1
$1.09M
Sell
22,842
-1,680
-7%
-$79.1K
0.24%
81
2022
Q4
$1.15M
Buy
24,522
+747
+3%
+$35.6K
0.26%
77
2022
Q3
$1.14M
Buy
23,775
+5,095
+27%
+$252K
0.27%
75
2022
Q2
$936K
Buy
18,680
+3,075
+20%
+$156K
0.21%
87
2022
Q1
$799K
Buy
15,605
+840
+6%
+$43.1K
0.15%
103
2021
Q4
$759K
Buy
14,765
+6,605
+81%
+$344K
0.13%
109
2021
Q3
$429K
Buy
+8,160
New
+$428K
0.08%
155
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San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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