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

Moser 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 Q2	$634K	Buy	12,620 +1,075	+9%	+$53.7K	0.3%	58
2025 Q1	$576K	Hold	11,545	–	–	0.3%	59
2024 Q4	$559K	Sell	11,545 -100	-0.9%	-$4.89K	0.29%	57
2024 Q3	$574K	Sell	11,645 -400	-3%	-$19.5K	0.3%	56
2024 Q2	$585K	Sell	12,045 -2,555	-18%	-$123K	0.32%	53
2024 Q1	$699K	Buy	14,600 +1,200	+9%	+$57.1K	0.39%	48
2023 Q4	$636K	Sell	13,400 -2,200	-14%	-$104K	0.41%	47
2023 Q3	$738K	Sell	15,600 -150	-1%	-$7.09K	0.52%	43
2023 Q2	$747K	Buy	+15,750	New	+$751K	0.5%	47
2022 Q4	$712K	Buy	15,240 +550	+4%	+$26.2K	0.54%	47
2022 Q3	$707K	Buy	14,690 +700	+5%	+$34.7K	0.55%	45
2022 Q2	$701K	Sell	13,990 -475	-3%	-$24K	0.52%	49
2022 Q1	$741K	Hold	14,465	–	–	0.46%	48
2021 Q4	$744K	Buy	14,465 +1,590	+12%	+$82.8K	0.45%	48
2021 Q3	$677K	Buy	12,875 +675	+6%	+$35.4K	0.43%	49
2021 Q2	$639K	Sell	12,200 -1,450	-11%	-$75.6K	0.41%	50
2021 Q1	$704K	Sell	13,650 -1,300	-9%	-$66.8K	0.49%	44
2020 Q4	$764K	Buy	14,950 +1,300	+10%	+$66.2K	0.56%	40
2020 Q3	$696K	Buy	13,650 +2,350	+21%	+$119K	0.55%	40
2020 Q2	$567K	Sell	11,300 -1,510	-12%	-$75K	0.54%	39
2020 Q1	$624K	Sell	12,810 -875	-6%	-$43K	0.72%	33
2019 Q4	$674K	Buy	+13,685	New	+$674K	0.65%	37

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

Moser Wealth Advisors's VTIP Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.3% in Q2 2025, buying an estimated $53.7K and bringing the position to 12,620 shares worth $634K. The position accounts for 0.3% of the portfolio, ranked #58.

Moser Wealth Advisors first reported a position in VTIP in Q4 2019 and has held it in 22 quarters since. The position peaked at $764K in Q4 2020. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Moser Wealth Advisors held 12,620 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $634K as of Q2 2025.
Moser Wealth Advisors bought 1,075 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $53.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.3% of Moser Wealth Advisors's portfolio in Q2 2025, its #58 holding.
Moser Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $764K in Q4 2020.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.