JFG
VTIP icon

JDM Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

JDM Financial Group’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
Q1 		– Sell
-74
Closed -$3.58K – 342
2024
Q4 		$3.58K Buy
+74
New +$3.62K ﹤0.01% 233

Other funds holding VTIP

JP Morgan Chase
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

JDM Financial Group's VTIP Position: Q1 2025 in Review

JDM Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 74 shares — an estimated $3.58K sold.

JDM Financial Group first reported a position in VTIP in Q4 2024 and held it in 1 quarter. The position peaked at $3.58K in Q4 2024. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • JDM Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 74 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $3.58K.
  • JDM Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 1 quarter.
  • JDM Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.58K in Q4 2024.
  • 786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.