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

Venturi 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 Q1	–	Sell	-268	Closed	-$13K	–	1820
2024 Q4	$13K	Buy	+268	New	+$13.1K	﹤0.01%	1365
2024 Q3	–	Sell	-650	Closed	-$31.6K	–	1839
2024 Q2	$31.6K	Buy	650 +245	+60%	+$11.8K	﹤0.01%	809
2024 Q1	$19.4K	Sell	405 -273	-40%	-$13K	﹤0.01%	751
2023 Q4	$32.2K	Buy	678 +174	+35%	+$8.24K	﹤0.01%	587
2023 Q3	$23.8K	Buy	504 +4	+0.8%	+$189	﹤0.01%	581
2023 Q2	$23.7K	Buy	+500	New	+$23.8K	﹤0.01%	521

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Venturi Wealth Management's VTIP Position: Q1 2025 in Review

Venturi Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 268 shares — an estimated $13K sold.

Venturi Wealth Management first reported a position in VTIP in Q2 2023 and held it in 6 quarters. The position peaked at $32.2K in Q4 2023. 790 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Venturi Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 268 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $13K.
Venturi Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and held it in 6 quarters.
Venturi Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $32.2K in Q4 2023.
790 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.