Silverhawk Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Silverhawk Asset 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 Q2	$7.87M	Sell	166,047 -6,454	-4%	-$308K	6.47%	5
2023 Q1	$8.25M	Buy	172,501 +3,983	+2%	+$188K	6.74%	5
2022 Q4	$7.87M	Buy	168,518 +6,543	+4%	+$312K	6.95%	5
2022 Q3	$7.79M	Sell	161,975 -1,518	-0.9%	-$75.2K	7.81%	4
2022 Q2	$8.19M	Sell	163,493 -1,388	-0.8%	-$70.2K	7.58%	6
2022 Q1	$8.44M	Buy	+164,881	New	+$8.46M	6.76%	7

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

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

Silverhawk Asset Management's VTIP Position: Q2 2023 in Review

Silverhawk Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.7% in Q2 2023, selling an estimated $308K and leaving 166,047 shares worth $7.87M. The position accounts for 6.47% of the portfolio, ranked #5.

Silverhawk Asset Management first reported a position in VTIP in Q1 2022 and has held it in 6 quarters since. The position peaked at $8.44M in Q1 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Silverhawk Asset Management held 166,047 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.87M as of Q2 2023.
Silverhawk Asset Management sold 6,454 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $308K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.47% of Silverhawk Asset Management's portfolio in Q2 2023, its #5 holding.
Silverhawk Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 6 quarters since.
Silverhawk Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.44M in Q1 2022.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

Based on Silverhawk Asset Management's 13F filing for Q2 2023, filed 17 Jul 2023.