Lindbrook Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Lindbrook Capital’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	$99.8K	Hold	2,000	–	–	0.01%	677
2024 Q4	$96.8K	Hold	2,000	–	–	0.01%	567
2024 Q3	$98.6K	Hold	2,000	–	–	0.01%	563
2024 Q2	$97.1K	Sell	2,000 -701	-26%	-$33.7K	0.01%	551
2024 Q1	$129K	Hold	2,701	–	–	0.01%	468
2023 Q4	$128K	Hold	2,701	–	–	0.01%	451
2023 Q3	$128K	Buy	+2,701	New	+$128K	0.01%	408

Other funds holding VTIP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WANY

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Lindbrook Capital's VTIP Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2025 at 2,000 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #677.

Lindbrook Capital first reported a position in VTIP in Q3 2023 and has held it in 7 quarters since. The position peaked at $129K in Q1 2024. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Lindbrook Capital held 2,000 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $99.8K as of Q1 2025.
Lindbrook Capital left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2025.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #677 holding.
Lindbrook Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and has held it in 7 quarters since.
Lindbrook Capital's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $129K in Q1 2024.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.