McLean Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McLean Asset Management’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	-5,347	Closed	-$259K	–	160
2024 Q4	$259K	Sell	5,347 -140	-3%	-$6.84K	0.08%	131
2024 Q3	$268K	Sell	5,487 -114	-2%	-$5.55K	0.08%	129
2024 Q2	$270K	Sell	5,601 -1,167	-17%	-$56.1K	0.09%	121
2024 Q1	$324K	Buy	6,768 +48	+0.7%	+$2.29K	0.11%	99
2023 Q4	$318K	Sell	6,720 -11	-0.2%	-$521	0.12%	93
2023 Q3	$316K	Buy	6,731 +42	+0.6%	+$1.99K	0.13%	89
2023 Q2	$317K	Hold	6,689	–	–	0.12%	92
2023 Q1	$320K	Sell	6,689 -17,433	-72%	-$821K	0.13%	88
2022 Q4	$1.13M	Buy	24,122 +2,658	+12%	+$127K	0.38%	34
2022 Q3	$1.02M	Buy	21,464 +8,528	+66%	+$422K	0.39%	32
2022 Q2	$639K	Buy	12,936 +1,649	+15%	+$83.4K	0.25%	43
2022 Q1	$578K	Sell	11,287 -214	-2%	-$11K	0.43%	42
2021 Q4	$588K	Buy	11,501 +1,215	+12%	+$63.2K	0.23%	47
2021 Q3	$537K	Buy	10,286 +6	+0.1%	+$315	0.21%	52
2021 Q2	$537K	Buy	10,280 +5,477	+114%	+$285K	0.24%	44
2021 Q1	$249K	Buy	+4,803	New	+$247K	0.2%	85

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

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 $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

McLean Asset Management's VTIP Position: Q1 2025 in Review

McLean Asset Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 5,347 shares — an estimated $259K sold.

McLean Asset Management first reported a position in VTIP in Q1 2021 and held it in 16 quarters. The position peaked at $1.13M in Q4 2022. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

McLean Asset Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
McLean Asset Management sold 5,347 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $259K.
McLean Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and held it in 16 quarters.
McLean Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.13M in Q4 2022.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on McLean Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.