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

PBMares 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 Q2	–	Sell	-5,635	Closed	-$281K	–	197
2025 Q1	$281K	Buy	5,635 +30	+0.5%	+$1.47K	0.06%	157
2024 Q4	$271K	Hold	5,605	–	–	0.06%	160
2024 Q3	$276K	Sell	5,605 -675	-11%	-$32.9K	0.06%	155
2024 Q2	$305K	Hold	6,280	–	–	0.07%	142
2024 Q1	$301K	Sell	6,280 -889	-12%	-$42.3K	0.08%	142
2023 Q4	$340K	Sell	7,169 -625	-8%	-$29.6K	0.1%	127
2023 Q3	$369K	Hold	7,794	–	–	0.13%	116
2023 Q2	$370K	Buy	7,794 +625	+9%	+$29.8K	0.13%	122
2023 Q1	$343K	Hold	7,169	–	–	0.13%	125
2022 Q4	$335K	Hold	7,169	–	–	0.14%	116
2022 Q3	$345K	Buy	+7,169	New	+$355K	0.15%	115
2020 Q3	–	Sell	-10,928	Closed	-$548K	–	116
2020 Q2	$548K	Hold	10,928	–	–	0.82%	44
2020 Q1	$532K	Buy	+10,928	New	+$537K	0.84%	40

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

PBMares Wealth Management's VTIP Position: Q2 2025 in Review

PBMares Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 5,635 shares — an estimated $281K sold.

PBMares Wealth Management first reported a position in VTIP in Q1 2020 and held it in 13 quarters. The position peaked at $548K in Q2 2020. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

PBMares Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
PBMares Wealth Management sold 5,635 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $281K.
PBMares Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and held it in 13 quarters.
PBMares Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $548K in Q2 2020.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on PBMares Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.