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

Integris 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	-4,065	Closed	-$206K	–	126
2025 Q3	$206K	Sell	4,065 -1,191	-23%	-$59.9K	0.05%	115
2025 Q2	$264K	Hold	5,256	–	–	0.07%	93
2025 Q1	$262K	Hold	5,256	–	–	0.07%	87
2024 Q4	$254K	Hold	5,256	–	–	0.07%	87
2024 Q3	$259K	Buy	+5,256	New	+$256K	0.07%	86

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

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

Integris Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,065 shares — an estimated $206K sold.

Integris Wealth Management first reported a position in VTIP in Q3 2024 and held it in 5 quarters. The position peaked at $264K in Q2 2025. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Integris Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Integris Wealth Management sold 4,065 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $206K.
Integris Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and held it in 5 quarters.
Integris Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $264K in Q2 2025.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Integris Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.