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

Freedom 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
-4,441
Closed -$223K – 708
2025
Q2 		$223K Sell
4,441
-430
-9% -$21.5K 0.02% 683
2025
Q1 		$243K Sell
4,871
-417
-8% -$20.5K 0.02% 658
2024
Q4 		$256K Sell
5,288
-156
-3% -$7.62K 0.02% 652
2024
Q3 		$268K Sell
5,444
-26
-0.5% -$1.27K 0.02% 634
2024
Q2 		$266K Sell
5,470
-1,099
-17% -$52.9K 0.02% 641
2024
Q1 		$315K Sell
6,569
-812
-11% -$38.7K 0.03% 586
2023
Q4 		$351K Sell
7,381
-3,645
-33% -$173K 0.03% 544
2023
Q3 		$521K Sell
11,026
-2,114
-16% -$99.9K 0.06% 354
2023
Q2 		$623K Sell
13,140
-21,113
-62% -$1.01M 0.07% 343
2023
Q1 		$1.64M Sell
34,253
-76,010
-69% -$3.58M 0.19% 146
2022
Q4 		$5.15M Buy
110,263
+2,647
+2% +$126K 0.58% 25
2022
Q3 		$5.18M Sell
107,616
-4,151
-4% -$206K 0.6% 22
2022
Q2 		$5.6M Buy
111,767
+83,217
+291% +$4.21M 0.6% 23
2022
Q1 		$1.46M Sell
28,550
-5,080
-15% -$261K 0.13% 201
2021
Q4 		$1.73M Buy
33,630
+2,184
+7% +$114K 0.13% 209
2021
Q3 		$1.65M Buy
31,446
+872
+3% +$45.7K 0.13% 215
2021
Q2 		$1.6M Sell
30,574
-44,691
-59% -$2.33M 0.12% 209
2021
Q1 		$3.88M Sell
75,265
-8,526
-10% -$438K 0.3% 72
2020
Q4 		$4.28M Sell
83,791
-7,429
-8% -$378K 0.47% 47
2020
Q3 		$4.65M Buy
91,220
+7,567
+9% +$384K 0.51% 40
2020
Q2 		$4.2M Sell
83,653
-13,639
-14% -$678K 0.46% 43
2020
Q1 		$4.81M Sell
97,292
-14,373
-13% -$706K 0.43% 51
2019
Q4 		$5.5M Sell
111,665
-13,611
-11% -$670K 0.48% 39
2019
Q3 		$6.14M Sell
125,276
-16,594
-12% -$820K 0.53% 27
2019
Q2 		$7M Sell
141,870
-14,273
-9% -$699K 0.59% 26
2019
Q1 		$7.6M Buy
156,143
+118,989
+320% +$5.74M 0.61% 23
2018
Q4 		$1.78M Buy
37,154
+14,094
+61% +$678K 0.14% 142
2018
Q3 		$1.13M Buy
23,060
+365
+2% +$17.8K 0.07% 289
2018
Q2 		$1.11M Sell
22,695
-10,910
-32% -$533K 0.07% 315
2018
Q1 		$1.64M Buy
33,605
+13,644
+68% +$665K 0.08% 221
2017
Q4 		$975K Sell
19,961
-55
-0.3% -$2.72K 0.05% 372
2017
Q3 		$990K Buy
20,016
+1,207
+6% +$59.6K 0.05% 342
2017
Q2 		$926K Sell
18,809
-1,678
-8% -$82.9K 0.05% 339
2017
Q1 		$1.01M Sell
20,487
-8,516
-29% -$420K 0.06% 287
2016
Q4 		$1.43M Buy
+29,003
New +$1.43M 0.09% 160

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's VTIP Position: Q3 2025 in Review

Freedom Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 4,441 shares — an estimated $223K sold.

Freedom Investment Management first reported a position in VTIP in Q4 2016 and held it in 35 quarters. The position peaked at $7.6M in Q1 2019. 838 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Freedom Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,441 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $223K.
  • Freedom Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and held it in 35 quarters.
  • Freedom Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.6M in Q1 2019.
  • 838 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.