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HWM
Hemington Wealth Management’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Hemington 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
2025
Q3
$788K
Hold
15,574
–
–
0.1%
61
2025
Q2
$782K
Hold
15,574
–
–
0.11%
61
2025
Q1
$777K
Sell
15,574
-2,537
-14%
-$125K
0.12%
60
2024
Q4
$876K
Hold
18,111
–
–
0.22%
52
2024
Q3
$883K
Sell
18,111
-27
-0.1%
-$1.31K
0.24%
52
2024
Q2
$880K
Hold
18,138
–
–
0.3%
47
2024
Q1
$869K
Sell
18,138
-203
-1%
-$9.66K
0.31%
50
2023
Q4
$871K
Sell
18,341
-203
-1%
-$9.62K
0.34%
43
2023
Q3
$876K
Sell
18,544
-5,122
-22%
-$242K
0.42%
33
2023
Q2
$1.12M
Sell
23,666
-1,262
-5%
-$60.2K
0.45%
30
2023
Q1
$1.19M
Sell
24,928
-2,268
-8%
-$107K
0.48%
28
2022
Q4
$1.27M
Sell
27,196
-2,277
-8%
-$109K
0.55%
26
2022
Q3
$1.42M
Sell
29,473
-4,959
-14%
-$246K
0.62%
25
2022
Q2
$1.73M
Sell
34,432
-2,035
-6%
-$103K
0.68%
24
2022
Q1
$1.87M
Sell
36,467
-5,253
-13%
-$269K
0.63%
26
2021
Q4
$2.13M
Buy
41,720
+4,230
+11%
+$220K
0.99%
17
2021
Q3
$1.97M
Sell
37,490
-641
-2%
-$33.6K
0.73%
24
2021
Q2
$2M
Sell
38,131
-3,054
-7%
-$159K
0.85%
21
2021
Q1
$2.12M
Sell
41,185
-535
-1%
-$27.5K
0.9%
18
2020
Q4
$2.13M
Buy
+41,720
New
+$2.12M
0.99%
17
Other funds holding VTIP
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
WANY
Wealthspire Advisors (New York)
New York
$12.7B AUM
17.31%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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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