FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025 Q4	–	Sell	-49,106	Closed	-$2.49M	–	83
2025 Q3	$2.49M	Buy	49,106 +1,359	+3%	+$68.4K	1.56%	11
2025 Q2	$2.4M	Sell	47,747 -23,125	-33%	-$1.15M	1.6%	11
2025 Q1	$3.54M	Buy	+70,872	New	+$3.48M	2.49%	5

Other funds holding VTIP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EWM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's VTIP Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 49,106 shares — an estimated $2.49M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in VTIP in Q1 2025 and held it in 3 quarters. The position peaked at $3.54M in Q1 2025. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 49,106 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $2.49M.
FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 3 quarters.
FIG FINANCIAL ADVISORY SERVICES INC /ADV's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.54M in Q1 2025.
893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.