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Smith, Moore & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Smith, Moore & Co’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
-5,202
Closed -$252K – 510
2024
Q4 		$252K Sell
5,202
-140
-3% -$6.84K 0.02% 405
2024
Q3 		$263K Sell
5,342
-1,200
-18% -$58.4K 0.03% 381
2024
Q2 		$318K Sell
6,542
-600
-8% -$28.9K 0.03% 342
2024
Q1 		$342K Sell
7,142
-764
-10% -$36.4K 0.04% 326
2023
Q4 		$375K Sell
7,906
-2,775
-26% -$131K 0.04% 295
2023
Q3 		$505K Sell
10,681
-6,225
-37% -$294K 0.07% 238
2023
Q2 		$802K Sell
16,906
-3,085
-15% -$147K 0.1% 181
2023
Q1 		$956K Sell
19,991
-12,325
-38% -$580K 0.13% 150
2022
Q4 		$1.51M Sell
32,316
-5,574
-15% -$266K 0.21% 90
2022
Q3 		$1.82M Sell
37,890
-2,880
-7% -$143K 0.28% 74
2022
Q2 		$2.04M Buy
40,770
+7,672
+23% +$388K 0.32% 71
2022
Q1 		$1.7M Buy
+33,098
New +$1.7M 0.23% 84

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 $108B AUM 26.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
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

Smith, Moore & Co's VTIP Position: Q1 2025 in Review

Smith, Moore & Co sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 5,202 shares — an estimated $252K sold.

Smith, Moore & Co first reported a position in VTIP in Q1 2022 and held it in 12 quarters. The position peaked at $2.04M in Q2 2022. 788 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • Smith, Moore & Co reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 5,202 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $252K.
  • Smith, Moore & Co first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 12 quarters.
  • Smith, Moore & Co's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.04M in Q2 2022.
  • 788 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.