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Joseph P. Lucia & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Joseph P. Lucia & Associates’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
-4,060
Closed -$206K – 174
2025
Q3 		$206K Sell
4,060
-130
-3% -$6.54K 0.08% 153
2025
Q2 		$211K Hold
4,190
– – 0.09% 142
2025
Q1 		$209K Sell
4,190
-200
-5% -$9.82K 0.1% 130
2024
Q4 		$213K Sell
4,390
-10
-0.2% -$489 0.09% 127
2024
Q3 		$217K Sell
4,400
-700
-14% -$34.1K 0.1% 123
2024
Q2 		$248K Sell
5,100
-605
-11% -$29.1K 0.13% 102
2024
Q1 		$273K Sell
5,705
-1,420
-20% -$67.6K 0.15% 97
2023
Q4 		$338K Sell
7,125
-623
-8% -$29.5K 0.21% 88
2023
Q3 		$366K Sell
7,748
-869
-10% -$41.1K 0.26% 79
2023
Q2 		$409K Sell
8,617
-240
-3% -$11.4K 0.27% 76
2023
Q1 		$424K Sell
8,857
-500
-5% -$23.5K 0.3% 77
2022
Q4 		$437K Sell
9,357
-1,098
-11% -$52.3K 0.33% 74
2022
Q3 		$503K Buy
10,455
+3,700
+55% +$183K 0.4% 63
2022
Q2 		$339K Buy
6,755
+6,455
+2,152% +$327K 0.24% 76
2022
Q1 		$15K Buy
+300
New +$15.4K 0.01% 295
2021
Q4 		– Sell
-300
Closed -$16K – 545
2021
Q3 		$16K Hold
300
– – 0.01% 337
2021
Q2 		$16K Hold
300
– – 0.01% 343
2021
Q1 		$15K Hold
300
– – 0.01% 323
2020
Q4 		$15K Buy
+300
New +$15.3K 0.01% 300
2020
Q3 		– Sell
-300
Closed -$15K – 443
2020
Q2 		$15K Buy
+300
New +$14.9K 0.01% 275

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Joseph P. Lucia & Associates's VTIP Position: Q4 2025 in Review

Joseph P. Lucia & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,060 shares — an estimated $206K sold.

Joseph P. Lucia & Associates first reported a position in VTIP in Q2 2020 and held it in 20 quarters. The position peaked at $503K in Q3 2022. 897 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Joseph P. Lucia & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 4,060 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $206K.
  • Joseph P. Lucia & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2020 and held it in 20 quarters.
  • Joseph P. Lucia & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $503K in Q3 2022.
  • 897 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2025, filed 28 Jan 2026.