AllSquare Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

AllSquare Wealth 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
2025 Q3	$772K	Sell	15,240 -1,200	-7%	-$60.4K	0.41%	42
2025 Q2	$826K	Hold	16,440	–	–	0.46%	35
2025 Q1	$820K	Sell	16,440 -75	-0.5%	-$3.68K	0.49%	36
2024 Q4	$800K	Sell	16,515 -515	-3%	-$25.2K	0.46%	38
2024 Q3	$840K	Sell	17,030 -36	-0.2%	-$1.75K	0.48%	38
2024 Q2	$828K	Sell	17,066 -100	-0.6%	-$4.81K	0.5%	34
2024 Q1	$822K	Sell	17,166 -195	-1%	-$9.28K	0.48%	34
2023 Q4	$824K	Sell	17,361 -14,420	-45%	-$683K	0.51%	29
2023 Q3	$1.5M	Sell	31,781 -37	-0.1%	-$1.75K	0.98%	14
2023 Q2	$1.51M	Sell	31,818 -1,970	-6%	-$93.9K	0.98%	14
2023 Q1	$1.62M	Buy	33,788 +100	+0.3%	+$4.71K	1.05%	14
2022 Q4	$1.57M	Sell	33,688 -35	-0.1%	-$1.67K	1.08%	14
2022 Q3	$1.62M	Sell	33,723 -4,150	-11%	-$206K	1.17%	13
2022 Q2	$1.9M	Buy	37,873 +598	+2%	+$30.3K	1.29%	13
2022 Q1	$1.91M	Buy	37,275 +700	+2%	+$35.9K	1.15%	13
2021 Q4	$1.88M	Buy	36,575 +15,975	+78%	+$831K	1.09%	14
2021 Q3	$1.08M	Buy	20,600 +357	+2%	+$18.7K	0.65%	21
2021 Q2	$1.06M	Buy	20,243 +4,213	+26%	+$220K	0.62%	24
2021 Q1	$826K	Buy	16,030 +15,630	+3,908%	+$804K	0.51%	27
2020 Q4	$20K	Hold	400	–	–	0.01%	281
2020 Q3	$20K	Buy	+400	New	+$20.3K	0.01%	268

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

EWM

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

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

AllSquare Wealth Management's VTIP Position: Q3 2025 in Review

AllSquare Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.3% in Q3 2025, selling an estimated $60.4K and leaving 15,240 shares worth $772K. The position accounts for 0.41% of the portfolio, ranked #42.

AllSquare Wealth Management first reported a position in VTIP in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.91M in Q1 2022. 837 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

AllSquare Wealth Management held 15,240 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $772K as of Q3 2025.
AllSquare Wealth Management sold 1,200 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $60.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.41% of AllSquare Wealth Management's portfolio in Q3 2025, its #42 holding.
AllSquare Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 21 quarters since.
AllSquare Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.91M in Q1 2022.
837 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.