Financial Architects (Georgia)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Financial Architects (Georgia)’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	-6,730	Closed	-$326K	–	23
2024 Q4	$326K	Hold	6,730	–	–	0.21%	19
2024 Q3	$332K	Hold	6,730	–	–	0.21%	18
2024 Q2	$327K	Sell	6,730 -1,360	-17%	-$65.4K	0.22%	18
2024 Q1	$387K	Buy	8,090 +60	+0.7%	+$2.86K	0.27%	19
2023 Q4	$381K	Buy	+8,030	New	+$380K	0.3%	19

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Financial Architects (Georgia)'s VTIP Position: Q1 2025 in Review

Financial Architects (Georgia) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 6,730 shares — an estimated $326K sold.

Financial Architects (Georgia) first reported a position in VTIP in Q4 2023 and held it in 5 quarters. The position peaked at $387K in Q1 2024. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Financial Architects (Georgia) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Financial Architects (Georgia) sold 6,730 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $326K.
Financial Architects (Georgia) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 5 quarters.
Financial Architects (Georgia)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $387K in Q1 2024.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Financial Architects (Georgia)'s 13F filing for Q1 2025, filed 29 Apr 2025.