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

Financial Advocates Investment 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 Q3	–	Sell	-102,200	Closed	-$5.14M	–	588
2025 Q2	$5.14M	Buy	102,200 +26,211	+34%	+$1.31M	0.42%	47
2025 Q1	$3.79M	Buy	+75,989	New	+$3.73M	0.27%	84
2024 Q2	–	Sell	-12,037	Closed	-$576K	–	832
2024 Q1	$576K	Sell	12,037 -47	-0.4%	-$2.24K	0.03%	429
2023 Q4	$574K	Sell	12,084 -4,118	-25%	-$195K	0.04%	401
2023 Q3	$766K	Buy	16,202 +106	+0.7%	+$5.01K	0.06%	321
2023 Q2	$763K	Buy	16,096 +26	+0.2%	+$1.24K	0.05%	310
2023 Q1	$768K	Sell	16,070 -23,430	-59%	-$1.1M	0.06%	337
2022 Q4	$1.85M	Buy	+39,500	New	+$1.88M	0.14%	176
2022 Q1	–	Sell	-7,650	Closed	-$393K	–	821
2021 Q4	$393K	Sell	7,650 -655	-8%	-$34.1K	0.02%	551
2021 Q3	$436K	Buy	+8,305	New	+$436K	0.03%	506
2018 Q1	–	Sell	-3,991	Closed	-$195K	–	542
2017 Q4	$195K	Buy	+3,991	New	+$197K	0.03%	462

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's VTIP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 102,200 shares — an estimated $5.14M sold.

Financial Advocates Investment Management first reported a position in VTIP in Q4 2017 and held it in 11 quarters. The position peaked at $5.14M in Q2 2025. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Financial Advocates Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 102,200 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $5.14M.
Financial Advocates Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 11 quarters.
Financial Advocates Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.14M in Q2 2025.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.