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Lee, Danner & Bass’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Lee, Danner & Bass’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
-150
Closed -$7.26K – 695
2024
Q4 		$7.26K Buy
+150
New +$7.33K ﹤0.01% 564

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

Lee, Danner & Bass's VTIP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 150 shares — an estimated $7.26K sold.

Lee, Danner & Bass first reported a position in VTIP in Q4 2024 and held it in 1 quarter. The position peaked at $7.26K in Q4 2024. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 150 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $7.26K.
  • Lee, Danner & Bass first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.26K 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 Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.