Legacy Investment Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Legacy Investment Solutions’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 Q2	$1.01K	Buy	+20	New	+$999	﹤0.01%	594
2024 Q4	$979	Sell	20 -63	-76%	-$3.08K	﹤0.01%	596
2024 Q3	$4.05K	Buy	+83	New	+$4.04K	﹤0.01%	410

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Legacy Investment Solutions's VTIP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025: 20 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VTIP as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VTIP in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.05K in Q3 2024. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Legacy Investment Solutions held 20 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.01K as of Q2 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Legacy Investment Solutions position in Q2 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #594 holding.
Legacy Investment Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 3 quarters since.
Legacy Investment Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.05K in Q3 2024.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.