AWA
VTIP icon

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

Alaska Wealth 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
2026
Q1 		$14.1M Buy
282,834
+14,080
+5% +$700K 1.7% 15
2025
Q4 		$13.3M Buy
268,754
+13,419
+5% +$671K 1.69% 14
2025
Q3 		$12.9M Buy
255,335
+19,151
+8% +$964K 1.69% 15
2025
Q2 		$11.9M Sell
236,184
-6,585
-3% -$329K 1.7% 15
2025
Q1 		$12.1M Buy
242,769
+11,012
+5% +$541K 1.9% 15
2024
Q4 		$11.2M Buy
231,757
+7,017
+3% +$343K 1.75% 16
2024
Q3 		$11.1M Sell
224,740
-3,269
-1% -$159K 1.66% 16
2024
Q2 		$11.1M Sell
228,009
-5,692
-2% -$274K 1.72% 15
2024
Q1 		$11.2M Buy
233,701
+13,818
+6% +$658K 1.69% 16
2023
Q4 		$10.4M Sell
219,883
-149,596
-40% -$7.09M 1.74% 15
2023
Q3 		$17.5M Buy
369,479
+67,452
+22% +$3.19M 2.78% 11
2023
Q2 		$14.3M Buy
302,027
+17,564
+6% +$837K 2.26% 12
2023
Q1 		$13.6M Buy
284,463
+101,421
+55% +$4.78M 2.28% 13
2022
Q4 		$8.55M Sell
183,042
-3,959
-2% -$189K 1.53% 15
2022
Q3 		$9M Sell
187,001
-7,125
-4% -$353K 1.76% 16
2022
Q2 		$9.73M Buy
194,126
+277
+0.1% +$14K 1.95% 15
2022
Q1 		$9.93M Sell
193,849
-1,664
-0.9% -$85.3K 1.82% 13
2021
Q4 		$10M Buy
195,513
+12,353
+7% +$643K 1.78% 14
2021
Q3 		$9.63M Buy
183,160
+9,025
+5% +$473K 1.85% 15
2021
Q2 		$9.13M Sell
174,135
-3,672
-2% -$191K 1.78% 15
2021
Q1 		$9.16M Sell
177,807
-13,987
-7% -$719K 1.81% 15
2020
Q4 		$9.8M Sell
191,794
-191,642
-50% -$9.75M 2% 15
2020
Q3 		$19.6M Buy
383,436
+28,185
+8% +$1.43M 4.31% 8
2020
Q2 		$17.8M Buy
355,251
+56,397
+19% +$2.8M 4.21% 8
2020
Q1 		$14.6M Sell
298,854
-124,818
-29% -$6.13M 4.03% 8
2019
Q4 		$20.9M Sell
423,672
-285,422
-40% -$14.1M 3.33% 11
2019
Q3 		$34.8M Sell
709,094
-102,018
-13% -$5.04M 4.2% 10
2019
Q2 		$39.5M Hold
811,112
– – 4.23% 9
2019
Q1 		$39.5M Buy
811,112
+520,273
+179% +$25.1M 4.23% 9
2018
Q4 		$13.9M Buy
290,839
+13,965
+5% +$672K 4.33% 9
2018
Q3 		$13.4M Buy
276,874
+16,152
+6% +$789K 4.03% 10
2018
Q2 		$12.7M Buy
260,722
+6,442
+3% +$315K 4.07% 10
2018
Q1 		$12.4M Buy
254,280
+73,505
+41% +$3.58M 4.31% 10
2017
Q4 		$8.82M Buy
+180,775
New +$8.94M 3.19% 12

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Alaska Wealth Advisors's VTIP Position: Q1 2026 in Review

Alaska Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.2% in Q1 2026, buying an estimated $700K and bringing the position to 282,834 shares worth $14.1M. The position accounts for 1.7% of the portfolio, ranked #15.

Alaska Wealth Advisors first reported a position in VTIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $39.5M in Q2 2019. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Alaska Wealth Advisors held 282,834 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $14.1M as of Q1 2026.
  • Alaska Wealth Advisors bought 14,080 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $700K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.7% of Alaska Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Alaska Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 34 quarters since.
  • Alaska Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $39.5M in Q2 2019.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.