Freestate Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Freestate Advisors’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	-6,504	Closed	-$329K	–	43
2025 Q3	$329K	Buy	6,504 +1,187	+22%	+$59.7K	0.28%	32
2025 Q2	$267K	Buy	5,317 +5	+0.1%	+$250	0.24%	37
2025 Q1	$265K	Sell	5,312 -204	-4%	-$10K	0.26%	29
2024 Q4	$267K	Buy	5,516 +69	+1%	+$3.37K	0.28%	28
2024 Q3	$269K	Buy	+5,447	New	+$265K	0.28%	27
2021 Q3	$9.67M	Buy	183,933 +1,969	+1%	+$103K	10.97%	4
2021 Q2	$9.54M	Buy	+181,964	New	+$9.48M	10.78%	4

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

Freestate Advisors's VTIP Position: Q4 2025 in Review

Freestate Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 6,504 shares — an estimated $329K sold.

Freestate Advisors first reported a position in VTIP in Q2 2021 and held it in 7 quarters. The position peaked at $9.67M in Q3 2021. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Freestate Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Freestate Advisors sold 6,504 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $329K.
Freestate Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 7 quarters.
Freestate Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.67M in Q3 2021.
894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Freestate Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.