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

Schwallier 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 Q3	–	Sell	-4,827	Closed	-$243K	–	55
2025 Q2	$243K	Sell	4,827 -5,490	-53%	-$274K	0.15%	47
2025 Q1	$515K	Sell	10,317 -65,190	-86%	-$3.2M	0.38%	28
2024 Q4	$3.66M	Buy	75,507 +6,807	+10%	+$333K	2.78%	11
2024 Q3	$3.39M	Buy	68,700 +2,911	+4%	+$142K	2.42%	11
2024 Q2	$3.19M	Buy	+65,789	New	+$3.16M	2.59%	11

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

EWM

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

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

Schwallier Wealth Management's VTIP Position: Q3 2025 in Review

Schwallier Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 4,827 shares — an estimated $243K sold.

Schwallier Wealth Management first reported a position in VTIP in Q2 2024 and held it in 5 quarters. The position peaked at $3.66M in Q4 2024. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Schwallier Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
Schwallier Wealth Management sold 4,827 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $243K.
Schwallier Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and held it in 5 quarters.
Schwallier Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.66M in Q4 2024.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Schwallier Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.