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

Clark Wealth 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
Q1 		– Sell
-2
Closed -$97 – 610
2024
Q4 		$97 Buy
+2
New +$98 ﹤0.01% 509

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Goldman Sachs
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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

Clark Wealth Partners's VTIP Position: Q1 2025 in Review

Clark Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 2 shares — an estimated $97 sold.

Clark Wealth Partners first reported a position in VTIP in Q4 2024 and held it in 1 quarter. The position peaked at $97 in Q4 2024. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Clark Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 2 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $97.
  • Clark Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 1 quarter.
  • Clark Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $97 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 Clark Wealth Partners's 13F filing for Q1 2025, filed 4 Feb 2026.