TAFW
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Tred Avon Family Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Tred Avon Family 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
-5,003
Closed -$253K – 265
2025
Q3 		$253K Buy
+5,003
New +$252K 0.09% 222

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 $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 $9.42B AUM 17.63% 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 $97.6B AUM 29.43% 1-Year Est. Return

Tred Avon Family Wealth's VTIP Position: Q4 2025 in Review

Tred Avon Family Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 5,003 shares — an estimated $253K sold.

Tred Avon Family Wealth first reported a position in VTIP in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 892 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Tred Avon Family Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Tred Avon Family Wealth sold 5,003 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $253K.
  • Tred Avon Family Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and held it in 1 quarter.
  • Tred Avon Family Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $253K in Q3 2025.
  • 892 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Tred Avon Family Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.