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

Prosperity 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 Q4	$339K	Sell	6,864 -104	-1%	-$5.2K	0.11%	182
2025 Q3	$353K	Sell	6,968 -50	-0.7%	-$2.52K	0.12%	167
2025 Q2	$353K	Buy	+7,018	New	+$350K	0.13%	159

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

Prosperity Wealth Management's VTIP Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q4 2025, selling an estimated $5.2K and leaving 6,864 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #182.

Prosperity Wealth Management first reported a position in VTIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $353K in Q3 2025. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Prosperity Wealth Management held 6,864 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $339K as of Q4 2025.
Prosperity Wealth Management sold 104 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $5.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.11% of Prosperity Wealth Management's portfolio in Q4 2025, its #182 holding.
Prosperity Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 3 quarters since.
Prosperity Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $353K 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 Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.