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Summit Wealth Group (Colorado)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Summit Wealth Group (Colorado)’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
-5,336
Closed -$247K – 480
2025
Q3 		$247K Buy
+5,336
New +$269K 0.04% 232

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VTIP Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 5,336 shares — an estimated $247K sold.

Summit Wealth Group (Colorado) first reported a position in VTIP in Q3 2025 and held it in 1 quarter. The position peaked at $247K in Q3 2025. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,336 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $247K.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $247K in Q3 2025.
  • 893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.