SHJ
VTIP icon

Sharkey, Howes & Javer’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sharkey, Howes & Javer’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
-5,047
Closed -$254K – 168
2025
Q2 		$254K Buy
+5,047
New +$252K 0.03% 139

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's VTIP Position: Q3 2025 in Review

Sharkey, Howes & Javer sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 5,047 shares — an estimated $254K sold.

Sharkey, Howes & Javer first reported a position in VTIP in Q2 2025 and held it in 1 quarter. The position peaked at $254K in Q2 2025. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Sharkey, Howes & Javer reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 5,047 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $254K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $254K in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2025, filed 10 Oct 2025.