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

Martel 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 Q1	–	Sell	-6,776	Closed	-$328K	–	72
2024 Q4	$328K	Buy	6,776 +4	+0.1%	+$195	0.06%	55
2024 Q3	$331K	Buy	6,772 +44	+0.7%	+$2.14K	0.07%	39
2024 Q2	$327K	Sell	6,728 -1,799	-21%	-$86.5K	0.07%	38
2024 Q1	$408K	Buy	8,527 +60	+0.7%	+$2.86K	0.09%	37
2023 Q4	$402K	Buy	8,467 +709	+9%	+$33.6K	0.09%	37
2023 Q3	$367K	Sell	7,758 -829	-10%	-$39.2K	0.09%	37
2023 Q2	$407K	Sell	8,587 -2,235	-21%	-$107K	0.1%	37
2023 Q1	$518K	Sell	10,822 -9,787	-47%	-$461K	0.13%	31
2022 Q4	$963K	Sell	20,609 -20,967	-50%	-$999K	0.26%	27
2022 Q3	$2M	Sell	41,576 -11,843	-22%	-$587K	0.57%	21
2022 Q2	$2.68M	Sell	53,419 -8,232	-13%	-$416K	0.73%	18
2022 Q1	$3.16M	Sell	61,651 -157	-0.3%	-$8.05K	0.77%	16
2021 Q4	$3.18M	Buy	61,808 +443	+0.7%	+$23.1K	0.75%	17
2021 Q3	$3.23M	Sell	61,365 -31	-0.1%	-$1.63K	0.81%	16
2021 Q2	$3.22M	Sell	61,396 -22,444	-27%	-$1.17M	0.81%	17
2021 Q1	$4.32M	Buy	83,840 +1,956	+2%	+$101K	1.2%	14
2020 Q4	$4.18M	Buy	81,884 +4,006	+5%	+$204K	1.21%	12
2020 Q3	$3.97M	Buy	77,878 +3,378	+5%	+$171K	1.29%	12
2020 Q2	$3.74M	Sell	74,500 -807	-1%	-$40.1K	1.3%	12
2020 Q1	$3.67M	Sell	75,307 -7,457	-9%	-$366K	1.43%	11
2019 Q4	$4.08M	Buy	82,764 +837	+1%	+$41.2K	1.4%	13
2019 Q3	$4.02M	Sell	81,927 -170	-0.2%	-$8.4K	1.45%	12
2019 Q2	$4.05M	Buy	82,097 +2,531	+3%	+$124K	1.48%	12
2019 Q1	$3.87M	Buy	79,566 +4,368	+6%	+$211K	1.46%	13
2018 Q4	$3.6M	Sell	75,198 -3,337	-4%	-$161K	1.48%	11
2018 Q3	$3.8M	Buy	+78,535	New	+$3.83M	1.45%	12

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Martel Wealth Advisors's VTIP Position: Q1 2025 in Review

Martel Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 6,776 shares — an estimated $328K sold.

Martel Wealth Advisors first reported a position in VTIP in Q3 2018 and held it in 26 quarters. The position peaked at $4.32M in Q1 2021. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Martel Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Martel Wealth Advisors sold 6,776 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $328K.
Martel Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2018 and held it in 26 quarters.
Martel Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.32M in Q1 2021.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Martel Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.