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

Fairman 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 Q4	–	Sell	-2,285	Closed	-$116K	–	353
2025 Q3	$116K	Buy	2,285 +20	+0.9%	+$1.01K	0.09%	68
2025 Q2	$114K	Buy	2,265 +4	+0.2%	+$200	0.09%	69
2025 Q1	$109K	Hold	2,261	–	–	0.1%	73
2024 Q4	$109K	Buy	2,261 +39	+2%	+$1.91K	0.09%	81
2024 Q3	$110K	Buy	2,222 +20	+0.9%	+$974	0.1%	78
2024 Q2	$107K	Buy	2,202 +1	+0%	+$48	0.11%	81
2024 Q1	$105K	Hold	2,201	–	–	0.1%	72
2023 Q4	$105K	Buy	+2,201	New	+$104K	0.1%	70

Other funds holding VTIP

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Fairman Group's VTIP Position: Q4 2025 in Review

Fairman Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 2,285 shares — an estimated $116K sold.

Fairman Group first reported a position in VTIP in Q4 2023 and held it in 8 quarters. The position peaked at $116K in Q3 2025. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Fairman Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Fairman Group sold 2,285 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $116K.
Fairman Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 8 quarters.
Fairman Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $116K in Q3 2025.
893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Fairman Group's 13F filing for Q4 2025, filed 13 Feb 2026.