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

Congress Wealth Management’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	$44.8M	Buy	891,034 +20,967	+2%	+$1.05M	0.43%	45
2025 Q1	$43.4M	Buy	870,067 +14,849	+2%	+$729K	0.52%	39
2024 Q4	$41.4M	Buy	855,218 +17,861	+2%	+$873K	0.57%	37
2024 Q3	$41.3M	Buy	837,357 +833,045	+19,319%	+$40.6M	0.55%	37
2024 Q2	$209K	Buy	+4,312	New	+$207K	﹤0.01%	702
2022 Q4	–	Sell	-5,987	Closed	-$288K	–	586
2022 Q3	$288K	Sell	5,987 -77,088	-93%	-$3.82M	0.01%	476
2022 Q2	$4.16M	Buy	83,075 +52,476	+171%	+$2.65M	0.11%	203
2022 Q1	$1.57M	Buy	30,599 +15,080	+97%	+$773K	0.03%	310
2021 Q4	$798K	Buy	+15,519	New	+$808K	0.02%	402

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Congress Wealth Management's VTIP Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.4% in Q2 2025, buying an estimated $1.05M and bringing the position to 891,034 shares worth $44.8M. The position accounts for 0.43% of the portfolio, ranked #45.

Congress Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 9 quarters since. 830 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Congress Wealth Management held 891,034 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $44.8M as of Q2 2025.
Congress Wealth Management bought 20,967 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $1.05M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.43% of Congress Wealth Management's portfolio in Q2 2025, its #45 holding.
Congress Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 9 quarters since.
830 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.