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

Iams 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 Q4	–	Sell	-12,854	Closed	-$651K	–	209
2025 Q3	$651K	Buy	12,854 +5,291	+70%	+$266K	0.26%	104
2025 Q2	$380K	Sell	7,563 -698	-8%	-$34.9K	0.17%	125
2025 Q1	$412K	Buy	8,261 +1,354	+20%	+$66.5K	0.19%	120
2024 Q4	$334K	Buy	+6,907	New	+$337K	0.15%	129

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

Iams Wealth Management's VTIP Position: Q4 2025 in Review

Iams Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 12,854 shares — an estimated $651K sold.

Iams Wealth Management first reported a position in VTIP in Q4 2024 and held it in 4 quarters. The position peaked at $651K in Q3 2025. 896 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Iams Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Iams Wealth Management sold 12,854 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $651K.
Iams Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 4 quarters.
Iams Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $651K in Q3 2025.
896 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.