Advisor Resource Council’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-30,256	Closed	-$1.51M	–	591
2025 Q1	$1.51M	Buy	+30,256	New	+$1.49M	0.12%	188
2024 Q1	–	Sell	-25,862	Closed	-$1.23M	–	528
2023 Q4	$1.23M	Buy	+25,862	New	+$1.23M	0.14%	148
2022 Q3	–	Sell	-17,507	Closed	-$877K	–	501
2022 Q2	$877K	Buy	+17,507	New	+$886K	0.08%	208
2022 Q1	–	Sell	-8,868	Closed	-$455K	–	550
2021 Q4	$455K	Buy	+8,868	New	+$462K	0.04%	344
2021 Q3	–	Sell	-4,110	Closed	-$215K	–	496
2021 Q2	$215K	Buy	+4,110	New	+$214K	0.02%	459

Other funds holding VTIP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

Advisor Resource Council's VTIP Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 30,256 shares — an estimated $1.51M sold.

Advisor Resource Council first reported a position in VTIP in Q2 2021 and held it in 5 quarters. The position peaked at $1.51M in Q1 2025. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 30,256 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $1.51M.
Advisor Resource Council first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.51M in Q1 2025.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.