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

Leeward Financial Partners’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 Q2	–	Sell	-18,450	Closed	-$884K	–	96
2024 Q1	$884K	Hold	18,450	–	–	0.37%	54
2023 Q4	$876K	Sell	18,450 -18,652	-50%	-$884K	0.42%	53
2023 Q3	$1.75M	Sell	37,102 -3,148	-8%	-$149K	0.97%	35
2023 Q2	$1.91M	Sell	40,250 -36,371	-47%	-$1.73M	1.1%	36
2023 Q1	$3.66M	Buy	76,621 +1,540	+2%	+$72.5K	2.24%	15
2022 Q4	$3.51M	Sell	75,081 -31,472	-30%	-$1.5M	2.42%	14
2022 Q3	$5.13M	Buy	106,553 +4,962	+5%	+$246K	3.68%	5
2022 Q2	$5.09M	Buy	101,591 +23,584	+30%	+$1.19M	3.49%	6
2022 Q1	$4M	Buy	78,007 +30,444	+64%	+$1.56M	2.47%	15
2021 Q4	$2.44M	Buy	+47,563	New	+$2.48M	1.53%	25

Other funds holding VTIP

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

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

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

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

EWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leeward Financial Partners's VTIP Position: Q2 2024 in Review

Leeward Financial Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 18,450 shares — an estimated $884K sold.

Leeward Financial Partners first reported a position in VTIP in Q4 2021 and held it in 10 quarters. The position peaked at $5.13M in Q3 2022. 730 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

Leeward Financial Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
Leeward Financial Partners sold 18,450 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $884K.
Leeward Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 10 quarters.
Leeward Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.13M in Q3 2022.
730 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

Based on Leeward Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.