Stone Summit Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Stone Summit Wealth’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 Q4	–	Sell	-5,047	Closed	-$256K	–	148
2025 Q3	$256K	Sell	5,047 -17,284	-77%	-$870K	0.07%	132
2025 Q2	$1.12M	Buy	22,331 +2,045	+10%	+$102K	0.35%	70
2025 Q1	$1.01M	Buy	20,286 +9,783	+93%	+$480K	0.34%	72
2024 Q4	$509K	Sell	10,503 -1,395	-12%	-$68.2K	0.17%	96
2024 Q3	$587K	Sell	11,898 -445	-4%	-$21.7K	0.19%	91
2024 Q2	$599K	Sell	12,343 -5,201	-30%	-$250K	0.21%	85
2024 Q1	$840K	Sell	17,544 -7,627	-30%	-$363K	0.29%	76
2023 Q4	$1.2M	Sell	25,171 -13,679	-35%	-$648K	0.46%	68
2023 Q3	$1.84M	Sell	38,850 -1,138	-3%	-$53.8K	0.79%	43
2023 Q2	$1.9M	Buy	39,988 +224	+0.6%	+$10.7K	0.79%	43
2023 Q1	$1.9M	Buy	39,764 +945	+2%	+$44.5K	0.85%	42
2022 Q4	$1.81M	Sell	38,819 -27,064	-41%	-$1.29M	0.89%	40
2022 Q3	$3.17M	Sell	65,883 -6,185	-9%	-$306K	1.95%	9
2022 Q2	$3.61M	Buy	72,068 +2,997	+4%	+$152K	2.16%	7
2022 Q1	$3.49M	Buy	69,071 +27,953	+68%	+$1.43M	1.96%	10
2021 Q4	$2.11M	Buy	+41,118	New	+$2.14M	1.71%	17

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Stone Summit Wealth's VTIP Position: Q4 2025 in Review

Stone Summit Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 5,047 shares — an estimated $256K sold.

Stone Summit Wealth first reported a position in VTIP in Q4 2021 and held it in 16 quarters. The position peaked at $3.61M in Q2 2022. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Stone Summit Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Stone Summit Wealth sold 5,047 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $256K.
Stone Summit Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 16 quarters.
Stone Summit Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.61M in Q2 2022.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Stone Summit Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.