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

Van Hulzen 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
2020
Q2 		– Sell
-4,777
Closed -$233K – 293
2020
Q1 		$233K Hold
4,777
– – 0.05% 217
2019
Q4 		$235K Buy
+4,777
New +$235K 0.05% 243

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Van Hulzen Asset Management's VTIP Position: Q2 2020 in Review

Van Hulzen Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2020, closing a stake of 4,777 shares — an estimated $233K sold.

Van Hulzen Asset Management first reported a position in VTIP in Q4 2019 and held it in 2 quarters. The position peaked at $235K in Q4 2019. 363 funds tracked by Wall St. Rank hold VTIP as of Q2 2020.

  • Van Hulzen Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2020 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4,777 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2020, an estimated $233K.
  • Van Hulzen Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 2 quarters.
  • Van Hulzen Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $235K in Q4 2019.
  • 363 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2020.

Based on Van Hulzen Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.