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

Strategic Financial Concepts’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	-59,277	Closed	-$3M	–	300
2025 Q3	$3M	Buy	59,277 +798	+1%	+$40.2K	0.44%	34
2025 Q2	$2.94M	Buy	+58,479	New	+$2.92M	0.41%	38
2023 Q4	–	Sell	-4,850	Closed	-$229K	–	268
2023 Q3	$229K	Sell	4,850 -65	-1%	-$3.07K	0.08%	224
2023 Q2	$233K	Sell	4,915 -416	-8%	-$19.8K	0.09%	206
2023 Q1	$255K	Buy	+5,331	New	+$251K	0.1%	175

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

Strategic Financial Concepts's VTIP Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 59,277 shares — an estimated $3M sold.

Strategic Financial Concepts first reported a position in VTIP in Q1 2023 and held it in 5 quarters. The position peaked at $3M in Q3 2025. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Strategic Financial Concepts reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 59,277 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $3M.
Strategic Financial Concepts first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 5 quarters.
Strategic Financial Concepts's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3M in Q3 2025.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.