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

Ruedi 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	-28	Closed	-$1.41K	–	316
2025 Q1	$1.41K	Sell	28 -9	-24%	-$442	﹤0.01%	278
2024 Q4	$1.8K	Hold	37	–	–	﹤0.01%	268
2024 Q3	$1.85K	Sell	37 -1	-3%	-$49	﹤0.01%	275
2024 Q2	$1.83K	Hold	38	–	–	﹤0.01%	330
2024 Q1	$1.82K	Sell	38 -12	-24%	-$571	﹤0.01%	232
2023 Q4	$2.37K	Sell	50 -4	-7%	-$189	﹤0.01%	203
2023 Q3	$2.55K	Sell	54 -9	-14%	-$425	﹤0.01%	179
2023 Q2	$2.97K	Sell	63 -10	-14%	-$477	﹤0.01%	180
2023 Q1	$3.47K	Buy	73 +72	+7,200%	+$3.39K	﹤0.01%	202
2022 Q4	$7.26K	Buy	+1	New	+$48	0.01%	159

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

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

EWM

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

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

Ruedi Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 28 shares — an estimated $1.41K sold.

Ruedi Wealth Management first reported a position in VTIP in Q4 2022 and held it in 10 quarters. The position peaked at $7.26K in Q4 2022. 831 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Ruedi Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 28 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $1.41K.
Ruedi Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.26K in Q4 2022.
831 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.