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Michael A Dubis Financial Planning’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Michael A Dubis Financial Planning’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 		$927K Buy
18,583
+1,012
+6% +$49.7K 0.9% 21
2024
Q4 		$851K Buy
+17,571
New +$858K 0.82% 24

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
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

Michael A Dubis Financial Planning's VTIP Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.8% in Q1 2025, buying an estimated $49.7K and bringing the position to 18,583 shares worth $927K. The position accounts for 0.9% of the portfolio, ranked #21.

Michael A Dubis Financial Planning first reported a position in VTIP in Q4 2024 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Michael A Dubis Financial Planning held 18,583 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $927K as of Q1 2025.
  • Michael A Dubis Financial Planning bought 1,012 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $49.7K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.9% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #21 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.