Silicon Hills Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Silicon Hills Wealth 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 Q1	–	Sell	-9,158	Closed	-$428K	–	100
2022 Q4	$428K	Sell	9,158 -989	-10%	-$47.1K	0.32%	63
2022 Q3	$488K	Sell	10,147 -3,976	-28%	-$197K	0.39%	53
2022 Q2	$708K	Sell	14,123 -4,743	-25%	-$240K	0.52%	44
2022 Q1	$966K	Sell	18,866 -3,439	-15%	-$176K	0.62%	41
2021 Q4	$1.15M	Buy	22,305 +15,017	+206%	+$782K	0.71%	38
2021 Q3	$383K	Buy	+7,288	New	+$382K	0.26%	79

Other funds holding VTIP

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Silicon Hills Wealth Management's VTIP Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2023, closing a stake of 9,158 shares — an estimated $428K sold.

Silicon Hills Wealth Management first reported a position in VTIP in Q3 2021 and held it in 6 quarters. The position peaked at $1.15M in Q4 2021. 777 funds tracked by Wall St. Rank hold VTIP as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 9,158 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2023, an estimated $428K.
Silicon Hills Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 6 quarters.
Silicon Hills Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.15M in Q4 2021.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.