Avantax Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Avantax Advisory Services’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	$4.52M	Buy	89,968 +14,739	+20%	+$736K	0.02%	477
2025 Q1	$3.75M	Buy	75,229 +20,861	+38%	+$1.02M	0.02%	508
2024 Q4	$2.63M	Buy	54,368 +7,496	+16%	+$366K	0.02%	602
2024 Q3	$2.31M	Buy	46,872 +5,546	+13%	+$270K	0.02%	628
2024 Q2	$2.01M	Sell	41,326 -214	-0.5%	-$10.3K	0.01%	659
2024 Q1	$1.99M	Sell	41,540 -8,471	-17%	-$403K	0.02%	538
2023 Q4	$2.38M	Buy	50,011 +9,168	+22%	+$434K	0.02%	460
2023 Q3	$1.93M	Sell	40,843 -136,304	-77%	-$6.44M	0.02%	470
2023 Q2	$8.4M	Sell	177,147 -5,560	-3%	-$265K	0.1%	167
2023 Q1	$8.74M	Buy	182,707 +43,704	+31%	+$2.06M	0.11%	150
2022 Q4	$6.49M	Sell	139,003 -7,425	-5%	-$354K	0.09%	182
2022 Q3	$7.04M	Buy	146,428 +36,422	+33%	+$1.8M	0.11%	150
2022 Q2	$5.51M	Buy	110,006 +11,461	+12%	+$580K	0.08%	181
2022 Q1	$5.05M	Buy	98,545 +35,305	+56%	+$1.81M	0.07%	209
2021 Q4	$3.25M	Buy	63,240 +46,725	+283%	+$2.43M	0.05%	271
2021 Q3	$869K	Buy	16,515 +6,213	+60%	+$326K	0.01%	530
2021 Q2	$538K	Buy	10,302 +814	+9%	+$42.4K	0.01%	683
2021 Q1	$490K	Buy	9,488 +5,505	+138%	+$283K	0.01%	624
2020 Q4	$203K	Sell	3,983 -21,814	-85%	-$1.11M	﹤0.01%	878
2020 Q3	$1.32M	Buy	+25,797	New	+$1.31M	0.02%	452

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

Avantax Advisory Services's VTIP Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 20% in Q2 2025, buying an estimated $736K and bringing the position to 89,968 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #477.

Avantax Advisory Services first reported a position in VTIP in Q3 2020 and has held it in 20 quarters since. The position peaked at $8.74M in Q1 2023. 829 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Avantax Advisory Services held 89,968 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.52M as of Q2 2025.
Avantax Advisory Services bought 14,739 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $736K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #477 holding.
Avantax Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.74M in Q1 2023.
829 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.