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

IAG Wealth Partners’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
-163
Closed -$8.25K – 529
2025
Q3 		$8.25K Buy
163
+154
+1,711% +$7.75K ﹤0.01% 391
2025
Q2 		$452 Buy
+9
New +$449 ﹤0.01% 476

Other funds holding VTIP

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

IAG Wealth Partners's VTIP Position: Q4 2025 in Review

IAG Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 163 shares — an estimated $8.25K sold.

IAG Wealth Partners first reported a position in VTIP in Q2 2025 and held it in 2 quarters. The position peaked at $8.25K in Q3 2025. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • IAG Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 163 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $8.25K.
  • IAG Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 2 quarters.
  • IAG Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.25K in Q3 2025.
  • 893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.