Leelyn Smith’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Leelyn Smith’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	-12,422	Closed	-$601K	–	140
2024 Q4	$601K	Buy	+12,422	New	+$607K	0.11%	100
2023 Q1	–	Sell	-4,153	Closed	-$194K	–	432
2022 Q4	$194K	Buy	4,153 +4,119	+12,115%	+$196K	0.05%	111
2022 Q3	$2K	Sell	34 -4,085	-99%	-$202K	﹤0.01%	440
2022 Q2	$206K	Hold	4,119	–	–	0.05%	122
2022 Q1	$211K	Hold	4,119	–	–	0.06%	116
2021 Q4	$212K	Hold	4,119	–	–	0.06%	112
2021 Q3	$217K	Hold	4,119	–	–	0.06%	107
2021 Q2	$216K	Hold	4,119	–	–	0.06%	110
2021 Q1	$212K	Hold	4,119	–	–	0.06%	116
2020 Q4	$210K	Hold	4,119	–	–	0.07%	116
2020 Q3	$210K	Hold	4,119	–	–	0.07%	115
2020 Q2	$207K	Sell	4,119 -6,545	-61%	-$325K	0.09%	113
2020 Q1	$520K	Buy	10,664 +9,126	+593%	+$448K	0.28%	71
2019 Q4	$76K	Buy	+1,538	New	+$75.7K	0.04%	170

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

Leelyn Smith's VTIP Position: Q1 2025 in Review

Leelyn Smith sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 12,422 shares — an estimated $601K sold.

Leelyn Smith first reported a position in VTIP in Q4 2019 and held it in 14 quarters. The position peaked at $601K in Q4 2024. 790 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Leelyn Smith reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Leelyn Smith sold 12,422 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $601K.
Leelyn Smith first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 14 quarters.
Leelyn Smith's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $601K in Q4 2024.
790 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Leelyn Smith's 13F filing for Q1 2025, filed 2 May 2025.