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

Centaurus 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
Q1 		– Sell
-3,144
Closed -$152K – 944
2024
Q4 		$152K Sell
3,144
-472
-13% -$23.1K 0.01% 751
2024
Q3 		$178K Buy
3,616
+427
+13% +$20.8K 0.01% 670
2024
Q2 		$155K Sell
3,189
-497
-13% -$23.9K 0.01% 669
2024
Q1 		$177K Sell
3,686
-6,767
-65% -$322K 0.01% 646
2023
Q4 		$496K Sell
10,453
-484
-4% -$22.9K 0.04% 371
2023
Q3 		$517K Sell
10,937
-70
-0.6% -$3.31K 0.04% 344
2023
Q2 		$522K Sell
11,007
-9,700
-47% -$462K 0.05% 346
2023
Q1 		$990K Buy
20,707
+1,000
+5% +$47.1K 0.08% 270
2022
Q4 		$921K Sell
19,707
-2,384
-11% -$114K 0.09% 249
2022
Q3 		$1.06M Sell
22,091
-2,677
-11% -$133K 0.1% 226
2022
Q2 		$1.24M Buy
24,768
+5,894
+31% +$298K 0.12% 203
2022
Q1 		$967K Sell
18,874
-499
-3% -$25.6K 0.08% 286
2021
Q4 		$996K Buy
19,373
+2,089
+12% +$109K 0.08% 276
2021
Q3 		$909K Buy
17,284
+13,080
+311% +$686K 0.08% 286
2021
Q2 		$220K Buy
+4,204
New +$219K 0.02% 643
2018
Q3 		– Sell
-2,345
Closed -$115K – 2008
2018
Q2 		$115K Buy
+2,345
New +$115K 0.02% 664

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Centaurus Financial's VTIP Position: Q1 2025 in Review

Centaurus Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 3,144 shares — an estimated $152K sold.

Centaurus Financial first reported a position in VTIP in Q2 2018 and held it in 16 quarters. The position peaked at $1.24M in Q2 2022. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Centaurus Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • Centaurus Financial sold 3,144 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $152K.
  • Centaurus Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and held it in 16 quarters.
  • Centaurus Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.24M in Q2 2022.
  • 789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Centaurus Financial's 13F filing for Q1 2025, filed 15 May 2025.