SageView Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SageView Advisory Group’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	$288K	Buy	5,822 +144	+3%	+$7.2K	0.01%	499
2025 Q3	$287K	Sell	5,678 -36	-0.6%	-$1.81K	0.01%	533
2025 Q2	$286K	Sell	5,714 -141	-2%	-$7.04K	0.01%	506
2025 Q1	$292K	Sell	5,855 -12	-0.2%	-$589	0.01%	477
2024 Q4	$284K	Sell	5,867 -1,176	-17%	-$57.5K	0.01%	478
2024 Q3	$347K	Buy	+7,043	New	+$343K	0.02%	359
2024 Q2	–	Sell	-50,483	Closed	-$2.43M	–	147
2024 Q1	$13M	Buy	+50,483	New	+$2.4M	0.65%	22
2023 Q4	–	Sell	-31,927	Closed	-$1.51M	–	147
2023 Q3	$1.51M	Sell	31,927 -4,702	-13%	-$222K	0.09%	141
2023 Q2	$1.74M	Sell	36,629 -23,275	-39%	-$1.11M	0.1%	128
2023 Q1	$2.86M	Sell	59,904 -91,271	-60%	-$4.3M	0.18%	85
2022 Q4	$7.06M	Buy	+151,175	New	+$7.2M	0.57%	38

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

SageView Advisory Group's VTIP Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q4 2025, buying an estimated $7.2K and bringing the position to 5,822 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #499.

SageView Advisory Group first reported a position in VTIP in Q4 2022 and has held it in 11 quarters since. The position peaked at $13M in Q1 2024. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

SageView Advisory Group held 5,822 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $288K as of Q4 2025.
SageView Advisory Group bought 144 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $7.2K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #499 holding.
SageView Advisory Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13M in Q1 2024.
893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.