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Homrich & Berg’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Homrich & Berg’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
-5,367
Closed -$277K – 497
2021
Q1 		$277K Buy
5,367
+533
+11% +$27.4K 0.01% 349
2020
Q4 		$247K Buy
+4,834
New +$246K 0.01% 356

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Homrich & Berg's VTIP Position: Q2 2021 in Review

Homrich & Berg sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2021, closing a stake of 5,367 shares — an estimated $277K sold.

Homrich & Berg first reported a position in VTIP in Q4 2020 and held it in 2 quarters. The position peaked at $277K in Q1 2021. 578 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

  • Homrich & Berg reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2021 after selling out during the quarter.
  • Homrich & Berg sold 5,367 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $277K.
  • Homrich & Berg first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 2 quarters.
  • Homrich & Berg's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $277K in Q1 2021.
  • 578 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Homrich & Berg's 13F filing for Q2 2021, filed 9 Aug 2021.