Plante Moran Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-46	Closed	-$2.31K	–	872
2025 Q2	$2.31K	Buy	+46	New	+$2.3K	﹤0.01%	666
2025 Q1	–	Sell	-752	Closed	-$36.4K	–	976
2024 Q4	$36.4K	Buy	+752	New	+$36.7K	﹤0.01%	395
2024 Q2	–	Sell	-8	Closed	-$383	–	896
2024 Q1	$383	Buy	+8	New	+$381	﹤0.01%	808
2023 Q2	–	Sell	-4	Closed	-$191	–	865
2023 Q1	$191	Buy	+4	New	+$188	﹤0.01%	764
2022 Q4	–	Sell	-2,320	Closed	-$112K	–	975
2022 Q3	$112K	Sell	2,320 -929	-29%	-$46K	0.02%	199
2022 Q2	$163K	Buy	+3,249	New	+$164K	0.03%	168
2021 Q4	–	Sell	-415	Closed	-$22K	–	1111
2021 Q3	$22K	Buy	+415	New	+$21.8K	﹤0.01%	544
2021 Q2	–	Sell	-66	Closed	-$3K	–	1102
2021 Q1	$3K	Buy	+66	New	+$3.39K	﹤0.01%	883
2020 Q2	–	Sell	-175	Closed	-$9K	–	859
2020 Q1	$9K	Buy	+175	New	+$8.59K	﹤0.01%	514
2017 Q2	–	Sell	-151	Closed	-$7K	–	909
2017 Q1	$7K	Buy	+151	New	+$7.45K	﹤0.01%	658

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's VTIP Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 46 shares — an estimated $2.31K sold.

Plante Moran Financial Advisors first reported a position in VTIP in Q1 2017 and held it in 10 quarters. The position peaked at $163K in Q2 2022. 840 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Plante Moran Financial Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 46 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $2.31K.
Plante Moran Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 10 quarters.
Plante Moran Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $163K in Q2 2022.
840 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.