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

LifeGoal Wealth Advisors’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
-4,976
Closed -$250K – 74
2025
Q2 		$250K Buy
+4,976
New +$248K 0.24% 57

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifeGoal Wealth Advisors's VTIP Position: Q3 2025 in Review

LifeGoal Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 4,976 shares — an estimated $250K sold.

LifeGoal Wealth Advisors first reported a position in VTIP in Q2 2025 and held it in 1 quarter. The position peaked at $250K in Q2 2025. 840 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • LifeGoal Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 4,976 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $250K.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $250K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2025, filed 24 Nov 2025.