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

TFC Financial Management’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	-28	Closed	-$1.44K	–	1060
2025 Q3	$1.44K	Sell	28 -643	-96%	-$32.4K	﹤0.01%	588
2025 Q2	$33.7K	Buy	+671	New	+$33.5K	﹤0.01%	295
2021 Q1	–	Sell	-2	Closed	–	–	598
2020 Q4	$0	Buy	+2	New	+$102	﹤0.01%	600

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

TFC Financial Management's VTIP Position: Q4 2025 in Review

TFC Financial Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 28 shares — an estimated $1.44K sold.

TFC Financial Management first reported a position in VTIP in Q4 2020 and held it in 3 quarters. The position peaked at $33.7K in Q2 2025. 893 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

TFC Financial Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 28 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $1.44K.
TFC Financial Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 3 quarters.
TFC Financial Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $33.7K in Q2 2025.
893 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.