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

Wolf Group Capital 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	–	Sell	-142,425	Closed	-$6.75M	–	181
2024 Q4	$6.75M	Hold	142,425	–	–	3.27%	5
2024 Q3	$6.75M	Buy	+142,425	New	+$6.94M	3.21%	5
2024 Q2	–	Sell	-142,425	Closed	-$6.75M	–	141
2024 Q1	$6.75M	Hold	142,425	–	–	3.21%	5
2023 Q4	$6.75M	Sell	142,425 -3,298	-2%	-$156K	3.2%	5
2023 Q3	$6.89M	Buy	145,723 +3,614	+3%	+$171K	3.26%	4
2023 Q2	$6.76M	Buy	142,109 +2,340	+2%	+$112K	3.37%	5
2023 Q1	$6.68M	Sell	139,769 -22,152	-14%	-$1.04M	3.32%	5
2022 Q4	$7.56M	Buy	161,921 +15,043	+10%	+$717K	3.57%	4
2022 Q3	$7.07M	Buy	146,878 +6,047	+4%	+$300K	3.87%	4
2022 Q2	$7.06M	Buy	140,831 +42,494	+43%	+$2.15M	3.67%	4
2022 Q1	$5.04M	Sell	98,337 -174,057	-64%	-$8.93M	2.58%	6
2021 Q4	$14M	Buy	+272,394	New	+$14.2M	2.29%	9

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Wolf Group Capital Advisors's VTIP Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 142,425 shares — an estimated $6.75M sold.

Wolf Group Capital Advisors first reported a position in VTIP in Q4 2021 and held it in 12 quarters. The position peaked at $14M in Q4 2021. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Wolf Group Capital Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
Wolf Group Capital Advisors sold 142,425 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $6.75M.
Wolf Group Capital Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 12 quarters.
Wolf Group Capital Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $14M in Q4 2021.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.