Schechter Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Schechter Investment 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 Q1	$4.38M	Buy	87,791 +2,044	+2%	+$100K	0.36%	55
2024 Q4	$4.15M	Sell	85,747 -3,826	-4%	-$187K	0.32%	66
2024 Q3	$4.42M	Buy	89,573 +1,903	+2%	+$92.7K	0.33%	59
2024 Q2	$4.26M	Buy	87,670 +1,620	+2%	+$77.9K	0.32%	56
2024 Q1	$4.12M	Sell	86,050 -791	-0.9%	-$37.7K	0.31%	60
2023 Q4	$4.12M	Buy	86,841 +1,939	+2%	+$91.9K	0.36%	54
2023 Q3	$4.01M	Buy	84,902 +472	+0.6%	+$22.3K	0.39%	46
2023 Q2	$4M	Buy	84,430 +815	+1%	+$38.9K	0.36%	48
2023 Q1	$4M	Sell	83,615 -2,691	-3%	-$127K	0.37%	48
2022 Q4	$4.03M	Buy	86,306 +4,085	+5%	+$195K	0.37%	42
2022 Q3	$3.96M	Sell	82,221 -3,842	-4%	-$190K	0.39%	33
2022 Q2	$4.31M	Sell	86,063 -6,281	-7%	-$318K	0.42%	32
2022 Q1	$4.73M	Buy	92,344 +1,395	+2%	+$71.5K	0.44%	31
2021 Q4	$4.67M	Buy	+90,949	New	+$4.73M	0.42%	36

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

Schechter Investment Advisors's VTIP Position: Q1 2025 in Review

Schechter Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.4% in Q1 2025, buying an estimated $100K and bringing the position to 87,791 shares worth $4.38M. The position accounts for 0.36% of the portfolio, ranked #55.

Schechter Investment Advisors first reported a position in VTIP in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.73M in Q1 2022. 786 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Schechter Investment Advisors held 87,791 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.38M as of Q1 2025.
Schechter Investment Advisors bought 2,044 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $100K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.36% of Schechter Investment Advisors's portfolio in Q1 2025, its #55 holding.
Schechter Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.73M in Q1 2022.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.