Advisors Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Advisors Asset 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
2026 Q1	$545K	Buy	10,905 +4,515	+71%	+$225K	0.01%	944
2025 Q4	$316K	Buy	6,390 +3,361	+111%	+$168K	0.01%	1055
2025 Q3	$153K	Buy	+3,029	New	+$152K	﹤0.01%	1158
2025 Q2	–	Sell	-2,142	Closed	-$107K	–	1543
2025 Q1	$107K	Sell	2,142 -1,920	-47%	-$94.2K	﹤0.01%	1190
2024 Q4	$197K	Sell	4,062 -2,350	-37%	-$115K	﹤0.01%	1124
2024 Q3	$316K	Sell	6,412 -2,063	-24%	-$100K	0.01%	1032
2024 Q2	$411K	Sell	8,475 -1,275	-13%	-$61.3K	0.01%	952
2024 Q1	$467K	Buy	9,750 +577	+6%	+$27.5K	0.01%	927
2023 Q4	$436K	Buy	9,173 +1,419	+18%	+$67.2K	0.01%	939
2023 Q3	$367K	Buy	7,754 +2,570	+50%	+$121K	0.01%	980
2023 Q2	$246K	Buy	5,184 +2,164	+72%	+$103K	0.01%	1084
2023 Q1	$144K	Buy	3,020 +1,759	+139%	+$82.8K	﹤0.01%	1169
2022 Q4	$58.9K	Buy	+1,261	New	+$60.1K	﹤0.01%	1322

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Advisors Asset Management's VTIP Position: Q1 2026 in Review

Advisors Asset Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 71% in Q1 2026, buying an estimated $225K and bringing the position to 10,905 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #944.

Advisors Asset Management first reported a position in VTIP in Q4 2022 and has held it in 13 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Advisors Asset Management held 10,905 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $545K as of Q1 2026.
Advisors Asset Management bought 4,515 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $225K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #944 holding.
Advisors Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 13 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.