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

Sunburst Financial Group’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
-4,385
Closed -$222K – 132
2025
Q3 		$222K Sell
4,385
-44
-1% -$2.21K 0.05% 110
2025
Q2 		$223K Hold
4,429
– – 0.05% 111
2025
Q1 		$221K Hold
4,429
– – 0.05% 107
2024
Q4 		$214K Buy
4,429
+1
+0% +$49 0.05% 104
2024
Q3 		$218K Sell
4,428
-18
-0.4% -$877 0.06% 106
2024
Q2 		$216K Sell
4,446
-209
-4% -$10.1K 0.06% 105
2024
Q1 		$222K Buy
+4,655
New +$222K 0.06% 99
2023
Q3 		– Sell
-4,849
Closed -$230K – 92
2023
Q2 		$230K Sell
4,849
-184
-4% -$8.77K 0.08% 85
2023
Q1 		$241K Sell
5,033
-1,009
-17% -$47.5K 0.09% 83
2022
Q4 		$282K Sell
6,042
-1,423
-19% -$67.8K 0.11% 78
2022
Q3 		$359K Buy
7,465
+40
+0.5% +$1.98K 0.17% 61
2022
Q2 		$372K Sell
7,425
-1,484
-17% -$75.1K 0.18% 63
2022
Q1 		$456K Buy
8,909
+2,239
+34% +$115K 0.23% 50
2021
Q4 		$343K Buy
6,670
+1,385
+26% +$72.1K 0.17% 53
2021
Q3 		$278K Sell
5,285
-4,982
-49% -$261K 0.17% 53
2021
Q2 		$538K Buy
10,267
+50
+0.5% +$2.61K 0.34% 36
2021
Q1 		$527K Buy
10,217
+2,300
+29% +$118K 0.37% 34
2020
Q4 		$405K Buy
7,917
+140
+2% +$7.13K 0.31% 38
2020
Q3 		$397K Hold
7,777
– – 0.34% 36
2020
Q2 		$390K Sell
7,777
-1
-0% -$50 0.35% 35
2020
Q1 		$379K Buy
7,778
+1
+0% +$49 0.4% 33
2019
Q4 		$383K Buy
+7,777
New +$383K 0.33% 41

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sunburst Financial Group's VTIP Position: Q4 2025 in Review

Sunburst Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,385 shares — an estimated $222K sold.

Sunburst Financial Group first reported a position in VTIP in Q4 2019 and held it in 22 quarters. The position peaked at $538K in Q2 2021. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Sunburst Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Sunburst Financial Group sold 4,385 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $222K.
  • Sunburst Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and held it in 22 quarters.
  • Sunburst Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $538K in Q2 2021.
  • 894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Sunburst Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.