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

Roth Financial 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	–	Sell	-4,210	Closed	-$213K	–	33
2025 Q3	$213K	Hold	4,210	–	–	0.07%	32
2025 Q2	$212K	Hold	4,210	–	–	0.08%	31
2025 Q1	$210K	Hold	4,210	–	–	0.08%	30
2024 Q4	$204K	Sell	4,210 -295	-7%	-$14.4K	0.08%	32
2024 Q3	$222K	Hold	4,505	–	–	0.09%	31
2024 Q2	$219K	Buy	+4,505	New	+$217K	0.09%	30

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

Roth Financial Partners's VTIP Position: Q4 2025 in Review

Roth Financial Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,210 shares — an estimated $213K sold.

Roth Financial Partners first reported a position in VTIP in Q2 2024 and held it in 6 quarters. The position peaked at $222K in Q3 2024. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Roth Financial Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Roth Financial Partners sold 4,210 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $213K.
Roth Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and held it in 6 quarters.
Roth Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $222K in Q3 2024.
893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Roth Financial Partners's 13F filing for Q4 2025, filed 29 Jan 2026.