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Petix & Botte Financial’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Petix & Botte Financial’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
-4,075
Closed -$205K – 137
2025
Q2 		$205K Buy
+4,075
New +$203K 0.05% 128
2024
Q3 		– Sell
-6,450
Closed -$313K – 127
2024
Q2 		$313K Sell
6,450
-4,525
-41% -$218K 0.09% 92
2024
Q1 		$526K Buy
10,975
+1,345
+14% +$64K 0.13% 92
2023
Q4 		$457K Sell
9,630
-5,056
-34% -$240K 0.13% 71
2023
Q3 		$694K Sell
14,686
-32
-0.2% -$1.51K 0.22% 54
2023
Q2 		$698K Buy
14,718
+7,217
+96% +$344K 0.22% 55
2023
Q1 		$359K Buy
+7,501
New +$353K 0.24% 54
2022
Q3 		$375K Buy
7,805
+26
+0.3% +$1.29K 0.29% 51
2022
Q2 		$390K Sell
7,779
-7,743
-50% -$392K 0.29% 49
2022
Q1 		$795K Buy
15,522
+6,381
+70% +$327K 0.25% 55
2021
Q4 		$470K Sell
9,141
-11,763
-56% -$612K 0.3% 51
2021
Q3 		$1.1M Buy
20,904
+9,443
+82% +$495K 0.37% 43
2021
Q2 		$601K Sell
11,461
-214
-2% -$11.2K 0.42% 43
2021
Q1 		$602K Buy
11,675
+3
+0% +$154 0.44% 41
2020
Q4 		$596K Buy
11,672
+1,362
+13% +$69.3K 0.45% 41
2020
Q3 		$525K Sell
10,310
-13,790
-57% -$700K 0.42% 42
2020
Q2 		$607K Buy
24,100
+10,618
+79% +$528K 0.5% 39
2020
Q1 		$657K Sell
13,482
-981
-7% -$48.2K 0.64% 32
2019
Q4 		$710K Buy
+14,463
New +$712K 0.56% 41

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Petix & Botte Financial's VTIP Position: Q3 2025 in Review

Petix & Botte Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 4,075 shares — an estimated $205K sold.

Petix & Botte Financial first reported a position in VTIP in Q4 2019 and held it in 19 quarters. The position peaked at $1.1M in Q3 2021. 837 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Petix & Botte Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Petix & Botte Financial sold 4,075 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $205K.
  • Petix & Botte Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 19 quarters.
  • Petix & Botte Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.1M in Q3 2021.
  • 837 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Petix & Botte Financial's 13F filing for Q3 2025, filed 21 Nov 2025.