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

Guerra 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 Q3	$57.4K	Buy	+1,133	New	+$57K	0.02%	146

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $8.42B AUM 14.36% 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

Guerra Advisors's VTIP Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025: 1,133 shares worth $57.4K. The stake represents 0.02% of the portfolio and ranks #146 among its holdings.

838 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Guerra Advisors held 1,133 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $57.4K as of Q3 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Guerra Advisors position in Q3 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Guerra Advisors's portfolio in Q3 2025, its #146 holding.
838 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.