HFS
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HL Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

HL Financial Services’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
2017
Q2 		– Sell
-4,876
Closed -$241K – 697
2017
Q1 		$241K Sell
4,876
-3,256
-40% -$161K ﹤0.01% 609
2016
Q4 		$400K Buy
8,132
+3,090
+61% +$153K 0.01% 502
2016
Q3 		$250K Sell
5,042
-1,231
-20% -$60.8K 0.01% 578
2016
Q2 		$310K Buy
6,273
+700
+13% +$34.4K 0.01% 529
2016
Q1 		$274K Sell
5,573
-4,145
-43% -$201K 0.01% 541
2015
Q4 		$470K Buy
9,718
+1,351
+16% +$65.3K 0.01% 460
2015
Q3 		$405K Buy
8,367
+2,307
+38% +$112K 0.01% 466
2015
Q2 		$295K Buy
+6,060
New +$295K 0.01% 569

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return