HKIMG
VTIP icon

Hutchens & Kramer Investment Management Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hutchens & Kramer Investment Management Group’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
2024
Q1 		– Sell
-5,237
Closed -$249K – 157
2023
Q4 		$249K Buy
+5,237
New +$248K 0.18% 104

Other funds holding VTIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's VTIP Position: Q1 2024 in Review

Hutchens & Kramer Investment Management Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2024, closing a stake of 5,237 shares — an estimated $249K sold.

Hutchens & Kramer Investment Management Group first reported a position in VTIP in Q4 2023 and held it in 1 quarter. The position peaked at $249K in Q4 2023. 718 funds tracked by Wall St. Rank hold VTIP as of Q1 2024.

  • Hutchens & Kramer Investment Management Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2024 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 5,237 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2024, an estimated $249K.
  • Hutchens & Kramer Investment Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 1 quarter.
  • Hutchens & Kramer Investment Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $249K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2024, filed 29 Apr 2024.