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

Wealth Group’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	-18,786	Closed	-$937K	–	158
2025 Q1	$937K	Buy	18,786 +2,086	+12%	+$102K	0.61%	42
2024 Q4	$809K	Buy	16,700 +2,223	+15%	+$109K	0.52%	45
2024 Q3	$714K	Buy	14,477 +2,219	+18%	+$108K	0.48%	51
2024 Q2	$595K	Buy	12,258 +2,026	+20%	+$97.4K	0.43%	53
2024 Q1	$490K	Buy	+10,232	New	+$487K	0.37%	63

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

Wealth Group's VTIP Position: Q2 2025 in Review

Wealth Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2025, closing a stake of 18,786 shares — an estimated $937K sold.

Wealth Group first reported a position in VTIP in Q1 2024 and held it in 5 quarters. The position peaked at $937K in Q1 2025. 830 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

Wealth Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2025 after selling out during the quarter.
Wealth Group sold 18,786 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $937K.
Wealth Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2024 and held it in 5 quarters.
Wealth Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $937K in Q1 2025.
830 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.