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

Wayfinding Financial’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
Q2 		– Sell
-523
Closed -$26K – 705
2025
Q1 		$26K Buy
+523
New +$25.7K 0.01% 504

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Wayfinding Financial's VTIP Position: Q2 2025 in Review

Wayfinding Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 523 shares — an estimated $26K sold.

Wayfinding Financial first reported a position in VTIP in Q1 2025 and held it in 1 quarter. The position peaked at $26K in Q1 2025. 828 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

  • Wayfinding Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 523 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $26K.
  • Wayfinding Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $26K in Q1 2025.
  • 828 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.