ALA
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Atlas Legacy Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Atlas Legacy Advisors’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
Q1 		– Sell
-10,861
Closed -$526K – 185
2024
Q4 		$526K Buy
+10,861
New +$531K 0.13% 102

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
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

Atlas Legacy Advisors's VTIP Position: Q1 2025 in Review

Atlas Legacy Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 10,861 shares — an estimated $526K sold.

Atlas Legacy Advisors first reported a position in VTIP in Q4 2024 and held it in 1 quarter. The position peaked at $526K in Q4 2024. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Atlas Legacy Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • Atlas Legacy Advisors sold 10,861 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $526K.
  • Atlas Legacy Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 1 quarter.
  • Atlas Legacy Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $526K in Q4 2024.
  • 786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Atlas Legacy Advisors's 13F filing for Q1 2025, filed 7 May 2025.