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

Semmax Financial 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	$4.56M	Sell	90,751 -511	-0.6%	-$25.5K	1.18%	30
2025 Q1	$4.56M	Sell	91,262 -3,988	-4%	-$196K	1.24%	25
2024 Q4	$4.67M	Buy	+95,250	New	+$4.65M	1.24%	28

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Semmax Financial Advisors's VTIP Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.56% in Q2 2025, selling an estimated $25.5K and leaving 90,751 shares worth $4.56M. The position accounts for 1.18% of the portfolio, ranked #30.

Semmax Financial Advisors first reported a position in VTIP in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.67M in Q4 2024. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Semmax Financial Advisors held 90,751 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.56M as of Q2 2025.
Semmax Financial Advisors sold 511 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $25.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.18% of Semmax Financial Advisors's portfolio in Q2 2025, its #30 holding.
Semmax Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 3 quarters since.
Semmax Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.67M in Q4 2024.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.