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

Lion Street 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 Q2	–	Sell	-4,373	Closed	-$218K	–	290
2025 Q1	$218K	Hold	4,373	–	–	0.07%	248
2024 Q4	$212K	Hold	4,373	–	–	0.07%	251
2024 Q3	$216K	Buy	+4,373	New	+$213K	0.08%	242

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

Lion Street Advisors's VTIP Position: Q2 2025 in Review

Lion Street Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 4,373 shares — an estimated $218K sold.

Lion Street Advisors first reported a position in VTIP in Q3 2024 and held it in 3 quarters. The position peaked at $218K in Q1 2025. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Lion Street Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
Lion Street Advisors sold 4,373 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $218K.
Lion Street Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and held it in 3 quarters.
Lion Street Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $218K in Q1 2025.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Lion Street Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.