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

Lowe 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 		$31.3K Hold
619
– – 0.01% 174
2025
Q2 		$31.1K Hold
619
– – 0.01% 172
2025
Q1 		$30.9K Buy
619
+250
+68% +$12.3K 0.01% 164
2024
Q4 		$17.9K Hold
369
– – 0.01% 197
2024
Q3 		$18.2K Hold
369
– – 0.01% 175
2024
Q2 		$17.9K Hold
369
– – 0.01% 177
2024
Q1 		$17.7K Hold
369
– – 0.01% 175
2023
Q4 		$17.5K Buy
+369
New +$17.5K 0.01% 169
2022
Q1 		– Sell
-170
Closed -$9K – 339
2021
Q4 		$9K Hold
170
– – ﹤0.01% 201
2021
Q3 		$9K Buy
+170
New +$8.92K ﹤0.01% 198

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

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

Lowe Wealth Advisors held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q3 2025 at 619 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #174.

Lowe Wealth Advisors first reported a position in VTIP in Q3 2021 and has held it in 10 quarters since. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Lowe Wealth Advisors held 619 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $31.3K as of Q3 2025.
  • Lowe Wealth Advisors left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q3 2025.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #174 holding.
  • Lowe Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 10 quarters since.
  • 839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.