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

Hill Island 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
2022 Q4	–	Sell	-76,806	Closed	-$3.69M	–	64
2022 Q3	$3.69M	Buy	76,806 +10,180	+15%	+$504K	1.72%	12
2022 Q2	$3.34M	Sell	66,626 -55,290	-45%	-$2.8M	1.48%	12
2022 Q1	$6.24M	Buy	+121,916	New	+$6.25M	2.3%	10

Other funds holding VTIP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hill Island Financial's VTIP Position: Q4 2022 in Review

Hill Island Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2022, closing a stake of 76,806 shares — an estimated $3.69M sold.

Hill Island Financial first reported a position in VTIP in Q1 2022 and held it in 3 quarters. The position peaked at $6.24M in Q1 2022. 813 funds tracked by Wall St. Rank hold VTIP as of Q4 2022.

Hill Island Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2022 after selling out during the quarter.
Hill Island Financial sold 76,806 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2022, an estimated $3.69M.
Hill Island Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 3 quarters.
Hill Island Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.24M in Q1 2022.
813 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2022.

Based on Hill Island Financial's 13F filing for Q4 2022, filed 13 Feb 2023.