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

Optimum Investment 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	-3,374	Closed	-$163K	–	650
2024 Q4	$163K	Hold	3,374	–	–	0.07%	198
2024 Q3	$166K	Hold	3,374	–	–	0.07%	208
2024 Q2	$164K	Hold	3,374	–	–	0.07%	208
2024 Q1	$162K	Hold	3,374	–	–	0.07%	211
2023 Q4	$160K	Buy	+3,374	New	+$160K	0.08%	203

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

Optimum Investment Advisors's VTIP Position: Q1 2025 in Review

Optimum Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 3,374 shares — an estimated $163K sold.

Optimum Investment Advisors first reported a position in VTIP in Q4 2023 and held it in 5 quarters. The position peaked at $166K in Q3 2024. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Optimum Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Optimum Investment Advisors sold 3,374 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $163K.
Optimum Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 5 quarters.
Optimum Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $166K in Q3 2024.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.