Financial Freedom LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Financial Freedom LLC’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	-496	Closed	-$25.1K	–	364
2025 Q3	$25.1K	Buy	496 +4	+0.8%	+$201	0.01%	213
2025 Q2	$24.7K	Buy	492 +1	+0.2%	+$50	0.01%	212
2025 Q1	$24.5K	Hold	491	–	–	0.01%	210
2024 Q4	$23.8K	Buy	491 +9	+2%	+$440	0.01%	203
2024 Q3	$23.8K	Buy	482 +4	+0.8%	+$195	0.01%	204
2024 Q2	$23.2K	Sell	478 -4,105	-90%	-$197K	0.01%	211
2024 Q1	$219K	Hold	4,583	–	–	0.13%	95
2023 Q4	$218K	Buy	4,583 +94	+2%	+$4.45K	0.14%	88
2023 Q3	$212K	Sell	4,489 -511	-10%	-$24.1K	0.15%	86
2023 Q2	$237K	Sell	5,000 -1,128	-18%	-$53.8K	0.17%	76
2023 Q1	$293K	Sell	6,128 -2,071	-25%	-$97.5K	0.21%	66
2022 Q4	$383K	Buy	+8,199	New	+$391K	0.26%	52

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financial Freedom LLC's VTIP Position: Q4 2025 in Review

Financial Freedom LLC sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 496 shares — an estimated $25.1K sold.

Financial Freedom LLC first reported a position in VTIP in Q4 2022 and held it in 12 quarters. The position peaked at $383K in Q4 2022. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Financial Freedom LLC reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Financial Freedom LLC sold 496 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $25.1K.
Financial Freedom LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 12 quarters.
Financial Freedom LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $383K in Q4 2022.
894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Financial Freedom LLC's 13F filing for Q4 2025, filed 17 Feb 2026.