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

Hoover Financial 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	$457K	Sell	8,717 -264	-3%	-$13.8K	0.08%	79
2021 Q1	$469K	Buy	8,981 +1,865	+26%	+$95.9K	0.09%	73
2020 Q4	$364K	Buy	7,116 +109	+2%	+$5.55K	0.09%	68
2020 Q3	$357K	Hold	7,007	–	–	0.12%	60
2020 Q2	$352K	Hold	7,007	–	–	0.13%	57
2020 Q1	$341K	Sell	7,007 -719	-9%	-$35.3K	0.19%	49
2019 Q4	$381K	Buy	+7,726	New	+$380K	0.19%	61

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Hoover Financial Advisors's VTIP Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.9% in Q2 2021, selling an estimated $13.8K and leaving 8,717 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #79.

Hoover Financial Advisors first reported a position in VTIP in Q4 2019 and has held it in 7 quarters since. The position peaked at $469K in Q1 2021. 578 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

Hoover Financial Advisors held 8,717 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $457K as of Q2 2021.
Hoover Financial Advisors sold 264 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2021, an estimated $13.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Hoover Financial Advisors's portfolio in Q2 2021, its #79 holding.
Hoover Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $469K 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 Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.