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

Hemington Wealth 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	$788K	Hold	15,574	–	–	0.1%	61
2025 Q2	$782K	Hold	15,574	–	–	0.11%	61
2025 Q1	$777K	Sell	15,574 -2,537	-14%	-$125K	0.12%	60
2024 Q4	$876K	Hold	18,111	–	–	0.22%	52
2024 Q3	$883K	Sell	18,111 -27	-0.1%	-$1.31K	0.24%	52
2024 Q2	$880K	Hold	18,138	–	–	0.3%	47
2024 Q1	$869K	Sell	18,138 -203	-1%	-$9.66K	0.31%	50
2023 Q4	$871K	Sell	18,341 -203	-1%	-$9.62K	0.34%	43
2023 Q3	$876K	Sell	18,544 -5,122	-22%	-$242K	0.42%	33
2023 Q2	$1.12M	Sell	23,666 -1,262	-5%	-$60.2K	0.45%	30
2023 Q1	$1.19M	Sell	24,928 -2,268	-8%	-$107K	0.48%	28
2022 Q4	$1.27M	Sell	27,196 -2,277	-8%	-$109K	0.55%	26
2022 Q3	$1.42M	Sell	29,473 -4,959	-14%	-$246K	0.62%	25
2022 Q2	$1.73M	Sell	34,432 -2,035	-6%	-$103K	0.68%	24
2022 Q1	$1.87M	Sell	36,467 -5,253	-13%	-$269K	0.63%	26
2021 Q4	$2.13M	Buy	41,720 +4,230	+11%	+$220K	0.99%	17
2021 Q3	$1.97M	Sell	37,490 -641	-2%	-$33.6K	0.73%	24
2021 Q2	$2M	Sell	38,131 -3,054	-7%	-$159K	0.85%	21
2021 Q1	$2.12M	Sell	41,185 -535	-1%	-$27.5K	0.9%	18
2020 Q4	$2.13M	Buy	+41,720	New	+$2.12M	0.99%	17

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's VTIP Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2025 at 15,574 shares worth $788K. The position accounts for 0.1% of the portfolio, ranked #61.

Hemington Wealth Management first reported a position in VTIP in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.13M in Q4 2021. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Hemington Wealth Management held 15,574 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $788K as of Q3 2025.
Hemington Wealth Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Hemington Wealth Management's portfolio in Q3 2025, its #61 holding.
Hemington Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.13M in Q4 2021.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.