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

Accredited 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
Q3 		$430K Buy
10,685
+1,469
+16% +$73.9K 0.32% 46
2025
Q2 		$463K Sell
9,216
-148
-2% -$7.39K 0.38% 44
2025
Q1 		$467K Buy
9,364
+250
+3% +$12.3K 0.39% 35
2024
Q4 		$441K Buy
+9,114
New +$445K 0.39% 43

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's VTIP Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q3 2025, buying an estimated $73.9K and bringing the position to 10,685 shares worth $430K. The position accounts for 0.32% of the portfolio, ranked #46.

Accredited Wealth Management first reported a position in VTIP in Q4 2024 and has held it in 4 quarters since. The position peaked at $467K in Q1 2025. 837 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

  • Accredited Wealth Management held 10,685 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $430K as of Q3 2025.
  • Accredited Wealth Management bought 1,469 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $73.9K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.32% of Accredited Wealth Management's portfolio in Q3 2025, its #46 holding.
  • Accredited Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $467K in Q1 2025.
  • 837 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.