AFG
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Allegheny Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Allegheny Financial Group’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
Q3 		– Sell
-15,988
Closed -$804K – 270
2025
Q2 		$804K Buy
+15,988
New +$798K 0.18% 108

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allegheny Financial Group's VTIP Position: Q3 2025 in Review

Allegheny Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 15,988 shares — an estimated $804K sold.

Allegheny Financial Group first reported a position in VTIP in Q2 2025 and held it in 1 quarter. The position peaked at $804K in Q2 2025. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Allegheny Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Allegheny Financial Group sold 15,988 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $804K.
  • Allegheny Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 1 quarter.
  • Allegheny Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $804K in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Allegheny Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.