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

US Financial Advisors’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
Q1 		$293K Buy
5,878
+488
+9% +$24K 0.09% 79
2024
Q4 		$261K Buy
5,390
+16
+0.3% +$782 0.08% 77
2024
Q3 		$265K Sell
5,374
-440
-8% -$21.4K 0.08% 74
2024
Q2 		$282K Sell
5,814
-274
-5% -$13.2K 0.09% 70
2024
Q1 		$292K Sell
6,088
-3,482
-36% -$166K 0.1% 65
2023
Q4 		$454K Sell
9,570
-29,102
-75% -$1.38M 0.17% 51
2023
Q3 		$1.83M Sell
38,672
-4,686
-11% -$221K 0.76% 31
2023
Q2 		$2.06M Sell
43,358
-808
-2% -$38.5K 0.87% 27
2023
Q1 		$2.11M Buy
44,166
+1,642
+4% +$77.3K 0.94% 26
2022
Q4 		$1.99M Buy
42,524
+342
+0.8% +$16.3K 1% 25
2022
Q3 		$2.03M Buy
42,182
+396
+0.9% +$19.6K 1.14% 24
2022
Q2 		$2.09M Buy
41,786
+315
+0.8% +$15.9K 1.18% 22
2022
Q1 		$2.12M Buy
41,471
+10,238
+33% +$525K 1.02% 21
2021
Q4 		$1.6M Sell
31,233
-1,064
-3% -$55.4K 0.73% 23
2021
Q3 		$1.7M Sell
32,297
-84
-0.3% -$4.41K 0.84% 22
2021
Q2 		$1.7M Sell
32,381
-23,268
-42% -$1.21M 0.83% 22
2021
Q1 		$2.87M Buy
55,649
+21,487
+63% +$1.1M 0.8% 29
2020
Q4 		$1.75M Buy
+34,162
New +$1.74M 0.53% 36

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

US Financial Advisors's VTIP Position: Q1 2025 in Review

US Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 9.1% in Q1 2025, buying an estimated $24K and bringing the position to 5,878 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #79.

US Financial Advisors first reported a position in VTIP in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.87M in Q1 2021. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

  • US Financial Advisors held 5,878 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $293K as of Q1 2025.
  • US Financial Advisors bought 488 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $24K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #79 holding.
  • US Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 18 quarters since.
  • US Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.87M in Q1 2021.
  • 787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.