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

Avantax Planning Partners’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
-9,276
Closed -$466K – 460
2025
Q2 		$466K Buy
9,276
+447
+5% +$22.3K 0.01% 274
2025
Q1 		$441K Sell
8,829
-427
-5% -$21K 0.02% 277
2024
Q4 		$448K Buy
9,256
+202
+2% +$9.87K 0.02% 275
2024
Q3 		$446K Buy
9,054
+536
+6% +$26.1K 0.02% 271
2024
Q2 		$413K Sell
8,518
-16
-0.2% -$769 0.01% 318
2024
Q1 		$409K Sell
8,534
-31,234
-79% -$1.49M 0.01% 316
2023
Q4 		$1.89M Buy
39,768
+1,706
+4% +$80.8K 0.07% 115
2023
Q3 		$1.8M Sell
38,062
-97
-0.3% -$4.58K 0.08% 113
2023
Q2 		$1.81M Buy
38,159
+97
+0.3% +$4.62K 0.07% 113
2023
Q1 		$1.82M Sell
38,062
-445
-1% -$21K 0.07% 114
2022
Q4 		$1.8M Buy
38,507
+400
+1% +$19.1K 0.07% 115
2022
Q3 		$1.83M Buy
38,107
+24
+0.1% +$1.19K 0.08% 100
2022
Q2 		$1.91M Hold
38,083
– – 0.08% 106
2022
Q1 		$1.95M Buy
38,083
+873
+2% +$44.8K 0.08% 107
2021
Q4 		$1.91M Buy
+37,210
New +$1.94M 0.08% 105

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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

Avantax Planning Partners's VTIP Position: Q3 2025 in Review

Avantax Planning Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 9,276 shares — an estimated $466K sold.

Avantax Planning Partners first reported a position in VTIP in Q4 2021 and held it in 15 quarters. The position peaked at $1.95M in Q1 2022. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Avantax Planning Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 9,276 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $466K.
  • Avantax Planning Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 15 quarters.
  • Avantax Planning Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.95M in Q1 2022.
  • 839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.