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

Shira Ridge 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 Q1	–	Sell	-4,446	Closed	-$215K	–	82
2024 Q4	$215K	Sell	4,446 -18,557	-81%	-$907K	0.11%	73
2024 Q3	$1.13M	Sell	23,003 -33,519	-59%	-$1.63M	0.58%	29
2024 Q2	$2.74M	Sell	56,522 -3,553	-6%	-$171K	1.53%	17
2024 Q1	$2.88M	Sell	60,075 -11,173	-16%	-$532K	1.65%	17
2023 Q4	$3.38M	Sell	71,248 -5,690	-7%	-$270K	2.03%	13
2023 Q3	$3.64M	Sell	76,938 -4,248	-5%	-$201K	2.39%	12
2023 Q2	$3.85M	Sell	81,186 -19,936	-20%	-$950K	2.41%	13
2023 Q1	$4.84M	Sell	101,122 -19,829	-16%	-$934K	3.19%	10
2022 Q4	$5.65M	Buy	+120,951	New	+$5.76M	3.89%	7

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Shira Ridge Wealth Management's VTIP Position: Q1 2025 in Review

Shira Ridge Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 4,446 shares — an estimated $215K sold.

Shira Ridge Wealth Management first reported a position in VTIP in Q4 2022 and held it in 9 quarters. The position peaked at $5.65M in Q4 2022. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Shira Ridge Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 4,446 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $215K.
Shira Ridge Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 9 quarters.
Shira Ridge Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.65M in Q4 2022.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.