JMAC Enterprises’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

JMAC Enterprises’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	-15,156	Closed	-$734K	–	168
2024 Q4	$734K	Buy	15,156 +191	+1%	+$9.33K	0.12%	116
2024 Q3	$738K	Sell	14,965 -67	-0.4%	-$3.26K	0.12%	119
2024 Q2	$730K	Buy	15,032 +42	+0.3%	+$2.02K	0.13%	115
2024 Q1	$718K	Buy	14,990 +50	+0.3%	+$2.38K	0.13%	109
2023 Q4	$710K	Buy	14,940 +81	+0.5%	+$3.84K	0.15%	109
2023 Q3	$703K	Buy	14,859 +431	+3%	+$20.4K	0.17%	103
2023 Q2	$684K	Buy	14,428 +3,252	+29%	+$155K	0.17%	102
2023 Q1	$534K	Buy	11,176 +305	+3%	+$14.4K	0.14%	113
2022 Q4	$508K	Sell	10,871 -1,196	-10%	-$57K	0.14%	116
2022 Q3	$581K	Sell	12,067 -74	-0.6%	-$3.67K	0.16%	120
2022 Q2	$609K	Sell	12,141 -155	-1%	-$7.84K	0.16%	116
2022 Q1	$630K	Buy	12,296 +39	+0.3%	+$2K	0.15%	114
2021 Q4	$622K	Buy	+12,257	New	+$638K	0.15%	114

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

JMAC Enterprises's VTIP Position: Q1 2025 in Review

JMAC Enterprises sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 15,156 shares — an estimated $734K sold.

JMAC Enterprises first reported a position in VTIP in Q4 2021 and held it in 13 quarters. The position peaked at $738K in Q3 2024. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

JMAC Enterprises reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
JMAC Enterprises sold 15,156 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $734K.
JMAC Enterprises first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 13 quarters.
JMAC Enterprises's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $738K in Q3 2024.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.