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

Heritage Wealth 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	-49	Closed	-$2.48K	–	617
2025 Q3	$2.48K	Buy	+49	New	+$2.47K	﹤0.01%	515
2025 Q1	–	Sell	-3,810	Closed	-$184K	–	647
2024 Q4	$184K	Sell	3,810 -5,909	-61%	-$289K	0.01%	205
2024 Q3	$479K	Sell	9,719 -4,809,263	-100%	-$234M	0.02%	146
2024 Q2	$234M	Buy	4,818,982 +140,324	+3%	+$6.75M	10.56%	2
2024 Q1	$224M	Buy	4,678,658 +178,187	+4%	+$8.48M	10.23%	2
2023 Q4	$214M	Buy	4,500,471 +160,020	+4%	+$7.58M	10.63%	2
2023 Q3	$205M	Buy	4,340,451 +47,957	+1%	+$2.27M	11.19%	2
2023 Q2	$204M	Sell	4,292,494 -47,673	-1%	-$2.27M	10.77%	2
2023 Q1	$208M	Buy	4,340,167 +51,148	+1%	+$2.41M	11.56%	2
2022 Q4	$200M	Buy	+4,289,019	New	+$204M	11.6%	2
2022 Q2	–	Sell	-2,004	Closed	-$103K	–	583
2022 Q1	$103K	Sell	2,004 -390	-16%	-$20K	0.01%	250
2021 Q4	$123K	Buy	2,394 +804	+51%	+$41.8K	0.01%	245
2021 Q3	$83.6K	Buy	1,590 +390	+33%	+$20.5K	0.01%	268
2021 Q2	$62.9K	Buy	+1,200	New	+$62.5K	﹤0.01%	305

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Heritage Wealth Advisors's VTIP Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 49 shares — an estimated $2.48K sold.

Heritage Wealth Advisors first reported a position in VTIP in Q2 2021 and held it in 14 quarters. The position peaked at $234M in Q2 2024. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Heritage Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 49 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $2.48K.
Heritage Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 14 quarters.
Heritage Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $234M in Q2 2024.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.