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

TSA Wealth 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
-53,958
Closed -$2.73M – 99
2025
Q3 		$2.73M Buy
53,958
+2,526
+5% +$127K 0.93% 25
2025
Q2 		$2.59M Buy
+51,432
New +$2.57M 0.94% 26

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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

TSA Wealth Management's VTIP Position: Q4 2025 in Review

TSA Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 53,958 shares — an estimated $2.73M sold.

TSA Wealth Management first reported a position in VTIP in Q2 2025 and held it in 2 quarters. The position peaked at $2.73M in Q3 2025. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • TSA Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • TSA Wealth Management sold 53,958 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $2.73M.
  • TSA Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 2 quarters.
  • TSA Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.73M 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 TSA Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.