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LA
Lifeworks Advisors’s
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
Stock Holding History
Lifeworks 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
2026
Q1
$15.4M
Sell
308,937
-296
-0.1%
-$14.7K
1.98%
7
2025
Q4
$15.3M
Buy
309,233
+6,925
+2%
+$346K
1.98%
7
2025
Q3
$15.3M
Buy
302,308
+6,664
+2%
+$335K
2.05%
8
2025
Q2
$14.9M
Buy
295,644
+14,526
+5%
+$725K
2.22%
6
2025
Q1
$14M
Buy
281,118
+48,013
+21%
+$2.36M
2.33%
5
2024
Q4
$11.3M
Buy
233,105
+8,417
+4%
+$411K
2.04%
7
2024
Q3
$11.1M
Buy
224,688
+35,547
+19%
+$1.73M
2.18%
6
2024
Q2
$9.18M
Sell
189,141
-22,664
-11%
-$1.09M
2.56%
4
2024
Q1
$10.1M
Buy
211,805
+9,263
+5%
+$441K
2.84%
3
2023
Q4
$9.62M
Buy
202,542
+31,464
+18%
+$1.49M
3.32%
1
2023
Q3
$8.09M
Buy
171,078
+14,437
+9%
+$682K
3.16%
1
2023
Q2
$7.43M
Sell
156,641
-24,281
-13%
-$1.16M
3.16%
1
2023
Q1
$8.65M
Sell
180,922
-7,765
-4%
-$366K
4.1%
1
2022
Q4
$8.81M
Buy
188,687
+72,857
+63%
+$3.47M
4.98%
1
2022
Q3
$5.53M
Buy
+115,830
New
+$5.74M
3.16%
4
Other funds holding VTIP
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$5.75B AUM
21.14%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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