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

Apexium Financial’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
-8,364
Closed -$417K – 287
2025
Q1 		$417K Buy
+8,364
New +$411K 0.02% 189

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VA
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
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EWM
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Apexium Financial's VTIP Position: Q2 2025 in Review

Apexium Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 8,364 shares — an estimated $417K sold.

Apexium Financial first reported a position in VTIP in Q1 2025 and held it in 1 quarter. The position peaked at $417K in Q1 2025. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

  • Apexium Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
  • Apexium Financial sold 8,364 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $417K.
  • Apexium Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 1 quarter.
  • Apexium Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $417K 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 Apexium Financial's 13F filing for Q2 2025, filed 22 Jul 2025.