WBI Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

WBI Investments’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	-23,648	Closed	-$1.15M	–	304
2024 Q4	$1.15M	Sell	23,648 -18,364	-44%	-$897K	0.29%	104
2024 Q3	$2.07M	Buy	42,012 +36,807	+707%	+$1.79M	0.5%	53
2024 Q2	$253K	Sell	5,205 -3,925	-43%	-$189K	0.06%	151
2024 Q1	$437K	Sell	9,130 -4,469	-33%	-$213K	0.09%	149
2023 Q4	$646K	Sell	13,599 -1,060	-7%	-$50.2K	0.13%	133
2023 Q3	$693K	Sell	14,659 -6,618	-31%	-$313K	0.14%	125
2023 Q2	$1.01M	Sell	21,277 -8,009	-27%	-$382K	0.18%	127
2023 Q1	$1.4M	Buy	+29,286	New	+$1.38M	0.28%	96

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

WBI Investments's VTIP Position: Q1 2025 in Review

WBI Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 23,648 shares — an estimated $1.15M sold.

WBI Investments first reported a position in VTIP in Q1 2023 and held it in 8 quarters. The position peaked at $2.07M in Q3 2024. 790 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

WBI Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
WBI Investments sold 23,648 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $1.15M.
WBI Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 8 quarters.
WBI Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.07M in Q3 2024.
790 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.