Hunter Perkins Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hunter Perkins Capital Management’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
2023 Q4	–	Sell	-9,000	Closed	-$426K	–	123
2023 Q3	$426K	Sell	9,000 -7,550	-46%	-$357K	0.09%	96
2023 Q2	$785K	Hold	16,550	–	–	0.17%	81
2023 Q1	$791K	Sell	16,550 -4,000	-19%	-$188K	0.19%	72
2022 Q4	$959K	Sell	20,550 -14,755	-42%	-$703K	0.22%	57
2022 Q3	$1.7M	Hold	35,305	–	–	0.42%	46
2022 Q2	$1.77M	Hold	35,305	–	–	0.41%	39
2022 Q1	$1.81M	Hold	35,305	–	–	0.36%	43
2021 Q4	$1.81M	Buy	35,305 +12,000	+51%	+$625K	0.34%	42
2021 Q3	$1.23M	Hold	23,305	–	–	0.25%	45
2021 Q2	$1.22M	Hold	23,305	–	–	0.23%	52
2021 Q1	$1.2M	Buy	23,305 +18,505	+386%	+$951K	0.24%	48
2020 Q4	$245K	Buy	+4,800	New	+$244K	0.04%	157

Other funds holding VTIP

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

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

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

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Hunter Perkins Capital Management's VTIP Position: Q4 2023 in Review

Hunter Perkins Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 9,000 shares — an estimated $426K sold.

Hunter Perkins Capital Management first reported a position in VTIP in Q4 2020 and held it in 12 quarters. The position peaked at $1.81M in Q4 2021. 763 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

Hunter Perkins Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
Hunter Perkins Capital Management sold 9,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $426K.
Hunter Perkins Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 12 quarters.
Hunter Perkins Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.81M in Q4 2021.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Hunter Perkins Capital Management's 13F filing for Q4 2023, filed 18 Jan 2024.