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

AE 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
2026
Q2 		$25.8M Buy
514,454
+94,300
+22% +$4.74M 0.12% 183
2026
Q1 		$21M Buy
420,154
+406,992
+3,092% +$20.2M 0.11% 195
2025
Q4 		$651K Buy
13,162
+482
+4% +$24.1K ﹤0.01% 949
2025
Q3 		$642K Buy
12,680
+2,690
+27% +$135K ﹤0.01% 883
2025
Q2 		$502K Sell
9,990
-1,778
-15% -$88.8K ﹤0.01% 921
2025
Q1 		$587K Buy
11,768
+1,909
+19% +$93.7K ﹤0.01% 867
2024
Q4 		$477K Sell
9,859
-45,314
-82% -$2.21M ﹤0.01% 926
2024
Q3 		$2.72M Buy
55,173
+26,370
+92% +$1.28M 0.02% 453
2024
Q2 		$1.4M Buy
28,803
+14,386
+100% +$692K 0.01% 621
2024
Q1 		$690K Sell
14,417
-75,921
-84% -$3.61M 0.01% 748
2023
Q4 		$4.3M Buy
90,338
+41,386
+85% +$1.96M 0.02% 648
2023
Q3 		$2.31M Buy
48,952
+2,328
+5% +$110K 0.01% 803
2023
Q2 		$2.21M Sell
46,624
-4,645
-9% -$221K 0.01% 814
2023
Q1 		$2.45M Sell
51,269
-184,882
-78% -$8.7M 0.02% 724
2022
Q4 		$11M Buy
236,151
+133,634
+130% +$6.37M 0.08% 296
2022
Q3 		$4.93M Sell
102,517
-243,636
-70% -$12.1M 0.04% 433
2022
Q2 		$17.3M Sell
346,153
-876,330
-72% -$44.3M 0.14% 170
2022
Q1 		$62.6M Buy
1,222,483
+1,084,064
+783% +$55.6M 0.43% 45
2021
Q4 		$7.12M Buy
138,419
+19,963
+17% +$1.04M 0.05% 344
2021
Q3 		$6.23M Buy
118,456
+6,356
+6% +$333K 0.05% 332
2021
Q2 		$5.88M Buy
112,100
+5,120
+5% +$267K 0.05% 325
2021
Q1 		$5.51M Buy
106,980
+55,443
+108% +$2.85M 0.06% 299
2020
Q4 		$2.63M Buy
51,537
+6,011
+13% +$306K 0.03% 418
2020
Q3 		$2.32M Buy
45,526
+1,803
+4% +$91.5K 0.03% 387
2020
Q2 		$2.19M Buy
43,723
+13,925
+47% +$692K 0.03% 385
2020
Q1 		$1.45M Buy
29,798
+252
+0.9% +$12.4K 0.03% 384
2019
Q4 		$1.46M Buy
29,546
+3,830
+15% +$189K 0.03% 436
2019
Q3 		$1.26M Buy
25,716
+14,924
+138% +$738K 0.04% 387
2019
Q2 		$532K Buy
10,792
+4,110
+62% +$201K 0.02% 567
2019
Q1 		$325K Buy
6,682
+1,511
+29% +$72.9K 0.02% 435
2018
Q4 		$248K Sell
5,171
-853
-14% -$41K 0.04% 393
2018
Q3 		$291K Buy
6,024
+994
+20% +$48.5K 0.02% 459
2018
Q2 		$246K Buy
5,030
+334
+7% +$16.3K 0.02% 378
2018
Q1 		$230K Sell
4,696
-1,519
-24% -$74K 0.02% 377
2017
Q4 		$303K Buy
+6,215
New +$307K 0.03% 315

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AE Wealth Management's VTIP Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 22% in Q2 2026, buying an estimated $4.74M and bringing the position to 514,454 shares worth $25.8M. The position accounts for 0.12% of the portfolio, ranked #183.

AE Wealth Management first reported a position in VTIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $62.6M in Q1 2022. 949 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • AE Wealth Management held 514,454 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25.8M as of Q2 2026.
  • AE Wealth Management bought 94,300 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $4.74M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.12% of AE Wealth Management's portfolio in Q2 2026, its #183 holding.
  • AE Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 35 quarters since.
  • AE Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $62.6M in Q1 2022.
  • 949 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.