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

Shepherd Financial Partners’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
-11,300
Closed -$564K – 247
2025
Q1 		$564K Buy
+11,300
New +$555K 0.07% 144

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Shepherd Financial Partners's VTIP Position: Q2 2025 in Review

Shepherd Financial Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 11,300 shares — an estimated $564K sold.

Shepherd Financial Partners first reported a position in VTIP in Q1 2025 and held it in 1 quarter. The position peaked at $564K in Q1 2025. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

  • Shepherd Financial Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 11,300 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $564K.
  • Shepherd Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 1 quarter.
  • Shepherd Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $564K in Q1 2025.
  • 828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Shepherd Financial Partners's 13F filing for Q2 2025, filed 13 Aug 2025.