On September 18, 2023, it was reported that Hurlow Wealth Management Group Inc. had increased its position in Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) by 5.1% during the second quarter. This information was disclosed in the company’s most recent 13F filing with the Securities and Exchange Commission (SEC).
According to the filing, Hurlow Wealth Management Group Inc. owned a total of 46,812 shares of VTIP after purchasing an additional 2,289 shares during the specified period. With this increase, VTIP accounted for approximately 0.9% of Hurlow Wealth Management Group Inc.’s overall portfolio, positioning it as the firm’s 23rd largest holding.
The value of Hurlow Wealth Management Group Inc.’s holdings in Vanguard Short-Term Inflation-Protected Securities ETF was estimated to be $2,220,000 at the end of the reporting period.
Vanguard Short-Term Inflation-Protected Securities ETF is an investment vehicle that seeks to provide investors with exposure to US Treasury Inflation-Protected Securities (TIPS) with maturities between one and five years. TIPS are designed to protect against inflation by adjusting their principal value based on changes in the Consumer Price Index (CPI).
Hurlow Wealth Management Group Inc.’s decision to increase its position in VTIP during the second quarter suggests that they have confidence in the potential performance and benefits offered by short-term TIPS as a hedge against inflation.
Inflation can erode the purchasing power of fixed-income investments over time, making investments that provide protection against rising prices an attractive option for investors looking to preserve capital and generate steady returns.
By increasing its stake in Vanguard Short-Term Inflation-Protected Securities ETF, Hurlow Wealth Management Group Inc. demonstrates a strategic allocation towards assets that offer potential protection against inflationary pressures.
It is worth noting that this information is based on publicly available data as of the end of the second quarter in 2023. Investor positions and portfolio compositions may have changed since then, and it is important to conduct further research and analysis before making any investment decisions.
Overall, Hurlow Wealth Management Group Inc.’s decision to grow its position in Vanguard Short-Term Inflation-Protected Securities ETF aligns with their investment strategy to capitalize on the potential benefits of short-term TIPS in managing inflation risk within their portfolio.
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Updated on: 29/11/2023
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Growing Confidence in the Vanguard Short-Term Inflation-Protected Securities ETF
In recent months, there has been a notable shift in the holdings of various hedge funds and institutional investors in the Vanguard Short-Term Inflation-Protected Securities ETF. Sei Investments Co., for instance, increased its position by 4.2% during the first quarter, bringing its total ownership to 6,485,260 shares worth $310,125,000.
The upward trend continued with Valmark Advisers Inc., which boosted its stake in the ETF by 3.1% during the same period. With an additional purchase of 145,634 shares, Valmark Advisers now owns 4,863,932 shares worth $232,593,000.
Heritage Wealth Advisors also joined the fray by increasing its stake in Vanguard Short-Term Inflation-Protected Securities ETF by 1.2%. This move added an extra 51,148 shares to their portfolio, bringing their total ownership to 4,340,167 shares worth $207,547,000.
Envestnet Asset Management Inc. followed suit and increased its stake in the ETF by 4.4% during the first quarter. This decision led to the purchase of an additional 91,157 shares and now they hold a total of 2,143,509 shares worth $102,503,000.
Notably impressive is Jane Street Group LLC’s hefty increase in holdings of Vanguard Short-Term Inflation-Protected Securities ETF during the fourth quarter. The firm raised its holdings by a staggering 30.7%, acquiring an additional 495,346 shares and now owns a total of 2,109,040 shares worth $98,5130x00a0million.
These adjustments have certainly caught the attention of market observers and analysts alike. The significant increase in holdings throughout different quarters indicates growing confidence among these investors towards VTIP’s potential performance and profitability.
Trading activity on Monday saw NASDAQ VTIP trading at $47.44, with a total of 201,786 shares exchanged. The ETF’s 12-month range has been between $46.53 and $49.06, with a fifty-day moving average of $47.26 and a two-hundred-day moving average of $47.51.
Before considering an investment in the Vanguard Short-Term Inflation-Protected Securities ETF (VTIP), it is essential to delve deeper into its nature and objectives. This exchange-traded fund primarily invests in investment-grade fixed income and tracks an index comprising US Treasury Inflation-Protected Securities (TIPS) with less than five years remaining to maturity.
Launched on October 12, 2012, the VTIP ETF is managed by Vanguard, a reputable name in the asset management industry known for its commitment to delivering long-term value to investors.
Given the recent adjustments made by prominent institutions in their holdings of VTIP, it may be worthwhile for prospective investors to conduct comprehensive research and analysis to assess whether this exchange-traded fund aligns with their investment goals and risk tolerance.
With each institutional investor contributing to the growing ownership of Vanguard Short-Term Inflation-Protected Securities ETF, market participants will likely continue monitoring these developments closely for insights into future trends within the ETF and broader financial markets as a whole.
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