Hochman Cole Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q2	–	Sell	-15,007	Closed	-$774K	–	133
2021 Q1	$774K	Sell	15,007 -1,362	-8%	-$70K	0.32%	55
2020 Q4	$836K	Buy	16,369 +9,221	+129%	+$469K	0.36%	49
2020 Q3	$365K	Buy	+7,148	New	+$363K	0.18%	82

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hochman Cole Investment Advisors's VTIP Position: Q2 2021 in Review

Hochman Cole Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2021, closing a stake of 15,007 shares — an estimated $774K sold.

Hochman Cole Investment Advisors first reported a position in VTIP in Q3 2020 and held it in 3 quarters. The position peaked at $836K in Q4 2020. 578 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

Hochman Cole Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2021 after selling out during the quarter.
Hochman Cole Investment Advisors sold 15,007 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $774K.
Hochman Cole Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and held it in 3 quarters.
Hochman Cole Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $836K in Q4 2020.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2021, filed 23 Aug 2021.