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

Napa Wealth 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
Q3 		– Sell
-104,496
Closed -$5.25M – 176
2025
Q2 		$5.25M Buy
+104,496
New +$5.22M 2.51% 11

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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 $1.66T AUM 25.57% 1-Year Est. Return

Napa Wealth Management's VTIP Position: Q3 2025 in Review

Napa Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 104,496 shares — an estimated $5.25M sold.

Napa Wealth Management first reported a position in VTIP in Q2 2025 and held it in 1 quarter. The position peaked at $5.25M in Q2 2025. 838 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Napa Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 104,496 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $5.25M.
  • Napa Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 1 quarter.
  • Napa Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.25M in Q2 2025.
  • 838 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.