Consolidated Portfolio Review Corp’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-10,945	Closed	-$554K	–	416
2025 Q3	$554K	Buy	10,945 +4,514	+70%	+$227K	0.07%	252
2025 Q2	$323K	Buy	+6,431	New	+$321K	0.04%	337
2024 Q1	–	Sell	-4,238	Closed	-$201K	–	331
2023 Q4	$201K	Sell	4,238 -4,138	-49%	-$196K	0.05%	286
2023 Q3	$396K	Sell	8,376 -20,120	-71%	-$951K	0.1%	199
2023 Q2	$1.35M	Sell	28,496 -2,080	-7%	-$99.2K	0.32%	85
2023 Q1	$1.46M	Buy	+30,576	New	+$1.44M	0.4%	68

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Consolidated Portfolio Review Corp's VTIP Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 10,945 shares — an estimated $554K sold.

Consolidated Portfolio Review Corp first reported a position in VTIP in Q1 2023 and held it in 6 quarters. The position peaked at $1.46M in Q1 2023. 892 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 10,945 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $554K.
Consolidated Portfolio Review Corp first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 6 quarters.
Consolidated Portfolio Review Corp's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.46M in Q1 2023.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.