Level Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Level Wealth Management’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 Q3	–	Sell	-4,360	Closed	-$219K	–	64
2025 Q2	$219K	Hold	4,360	–	–	0.13%	59
2025 Q1	$218K	Hold	4,360	–	–	0.14%	49
2024 Q4	$211K	Buy	+4,360	New	+$213K	0.15%	52

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Wealth Management's VTIP Position: Q3 2025 in Review

Level Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 4,360 shares — an estimated $219K sold.

Level Wealth Management first reported a position in VTIP in Q4 2024 and held it in 3 quarters. The position peaked at $219K in Q2 2025. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Level Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
Level Wealth Management sold 4,360 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $219K.
Level Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and held it in 3 quarters.
Level Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $219K in Q2 2025.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Level Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.