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

Secured Retirement 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 Q2	–	Sell	-6,417	Closed	-$320K	–	126
2025 Q1	$320K	Sell	6,417 -10,879	-63%	-$534K	0.21%	102
2024 Q4	$837K	Sell	17,296 -65	-0.4%	-$3.18K	0.48%	83
2024 Q3	$856K	Buy	17,361 +2,149	+14%	+$105K	0.62%	60
2024 Q2	$738K	Buy	15,212 +2,735	+22%	+$132K	0.58%	58
2024 Q1	$598K	Buy	12,477 +2,192	+21%	+$104K	0.51%	61
2023 Q4	$488K	Buy	+10,285	New	+$487K	0.47%	65

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

Secured Retirement Advisors's VTIP Position: Q2 2025 in Review

Secured Retirement Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 6,417 shares — an estimated $320K sold.

Secured Retirement Advisors first reported a position in VTIP in Q4 2023 and held it in 6 quarters. The position peaked at $856K in Q3 2024. 830 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Secured Retirement Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
Secured Retirement Advisors sold 6,417 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $320K.
Secured Retirement Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and held it in 6 quarters.
Secured Retirement Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $856K in Q3 2024.
830 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Secured Retirement Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.