ORG Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

ORG Partners’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 Q4	$17.8K	Sell	360 -536	-60%	-$26.8K	﹤0.01%	843
2025 Q3	$45.4K	Buy	896 +52	+6%	+$2.62K	0.01%	606
2025 Q2	$42K	Buy	+844	New	+$42.1K	0.01%	586
2025 Q1	–	Sell	-248	Closed	-$12.1K	–	1607
2024 Q4	$12.1K	Sell	248 -31	-11%	-$1.51K	﹤0.01%	852
2024 Q3	$13.8K	Sell	279 -288	-51%	-$14K	﹤0.01%	734
2024 Q2	$27.4K	Buy	+567	New	+$27.3K	﹤0.01%	989
2024 Q1	–	Sell	-680	Closed	-$32.5K	–	1106
2023 Q4	$32.5K	Buy	680 +410	+152%	+$19.4K	0.01%	604
2023 Q3	$12.9K	Sell	270 -462	-63%	-$21.8K	﹤0.01%	784
2023 Q2	$34.4K	Buy	+732	New	+$34.9K	0.01%	752

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ORG Partners's VTIP Position: Q4 2025 in Review

ORG Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 60% in Q4 2025, selling an estimated $26.8K and leaving 360 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

ORG Partners first reported a position in VTIP in Q2 2023 and has held it in 9 quarters since. The position peaked at $45.4K in Q3 2025. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

ORG Partners held 360 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $17.8K as of Q4 2025.
ORG Partners sold 536 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $26.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #843 holding.
ORG Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $45.4K in Q3 2025.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.