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Brand Asset Management Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Brand Asset Management Group’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
-4,075
Closed -$205K – 167
2025
Q2 		$205K Sell
4,075
-2,176
-35% -$109K 0.08% 90
2025
Q1 		$312K Sell
6,251
-404
-6% -$19.8K 0.13% 65
2024
Q4 		$322K Buy
6,655
+137
+2% +$6.69K 0.13% 65
2024
Q3 		$321K Buy
6,518
+225
+4% +$11K 0.13% 65
2024
Q2 		$305K Buy
6,293
+297
+5% +$14.3K 0.13% 59
2024
Q1 		$287K Buy
5,996
+217
+4% +$10.3K 0.12% 66
2023
Q4 		$274K Buy
5,779
+507
+10% +$24K 0.13% 63
2023
Q3 		$249K Buy
5,272
+29
+0.6% +$1.37K 0.13% 63
2023
Q2 		$249K Sell
5,243
-179
-3% -$8.53K 0.12% 68
2023
Q1 		$259K Buy
5,422
+80
+1% +$3.77K 0.13% 65
2022
Q4 		$250K Buy
5,342
+123
+2% +$5.86K 0.13% 65
2022
Q3 		$251K Buy
5,219
+55
+1% +$2.73K 0.14% 64
2022
Q2 		$259K Sell
5,164
-105
-2% -$5.31K 0.13% 66
2022
Q1 		$270K Buy
5,269
+158
+3% +$8.1K 0.12% 73
2021
Q4 		$263K Buy
5,111
+358
+8% +$18.6K 0.12% 67
2021
Q3 		$250K Buy
4,753
+73
+2% +$3.83K 0.12% 68
2021
Q2 		$245K Buy
4,680
+202
+5% +$10.5K 0.12% 67
2021
Q1 		$231K Buy
4,478
+397
+10% +$20.4K 0.12% 66
2020
Q4 		$209K Buy
4,081
+232
+6% +$11.8K 0.12% 67
2020
Q3 		$196K Buy
3,849
+430
+13% +$21.8K 0.12% 67
2020
Q2 		$172K Buy
3,419
+263
+8% +$13.1K 0.11% 67
2020
Q1 		$154K Buy
3,156
+151
+5% +$7.41K 0.11% 67
2019
Q4 		$148K Buy
3,005
+229
+8% +$11.3K 0.09% 76
2019
Q3 		$136K Buy
2,776
+490
+21% +$24.2K 0.09% 78
2019
Q2 		$113K Buy
2,286
+271
+13% +$13.3K 0.07% 89
2019
Q1 		$98K Buy
+2,015
New +$97.3K 0.07% 87

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

Brand Asset Management Group's VTIP Position: Q3 2025 in Review

Brand Asset Management Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 4,075 shares — an estimated $205K sold.

Brand Asset Management Group first reported a position in VTIP in Q1 2019 and held it in 26 quarters. The position peaked at $322K in Q4 2024. 840 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Brand Asset Management Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Brand Asset Management Group sold 4,075 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $205K.
  • Brand Asset Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and held it in 26 quarters.
  • Brand Asset Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $322K in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Brand Asset Management Group's 13F filing for Q3 2025, filed 12 Nov 2025.