Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HPCM
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
Shares
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
HWA
Heritage Wealth Advisors
Richmond, Virginia
$2.56B AUM
19.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.85B AUM
30.02%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close