American Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

American Trust’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	$235K	Sell	4,704 -5,008	-52%	-$249K	0.02%	278
2025 Q4	$480K	Buy	9,712 +3,545	+57%	+$177K	0.04%	178
2025 Q3	$312K	Buy	6,167 +107	+2%	+$5.38K	0.03%	241
2025 Q2	$305K	Buy	+6,060	New	+$303K	0.03%	221
2025 Q1	–	Sell	-43,226	Closed	-$2.09M	–	308
2024 Q4	$2.09M	Sell	43,226 -5,114	-11%	-$250K	0.16%	86
2024 Q3	$2.38M	Sell	48,340 -17,890	-27%	-$871K	0.2%	67
2024 Q2	$3.21M	Buy	66,230 +57,101	+625%	+$2.75M	0.26%	64
2024 Q1	$4.37M	Sell	9,129 -72,128	-89%	-$3.43M	0.36%	52
2023 Q4	$3.86M	Sell	81,257 -9,196	-10%	-$436K	0.29%	62
2023 Q3	$4.28M	Buy	90,453 +2,135	+2%	+$101K	0.33%	48
2023 Q2	$4.19M	Buy	88,318 +17,477	+25%	+$833K	0.29%	64
2023 Q1	$3.39M	Sell	70,841 -78,943	-53%	-$3.72M	0.23%	82
2022 Q4	$7M	Buy	149,784 +49,853	+50%	+$2.38M	0.65%	31
2022 Q3	$4.81M	Buy	99,931 +78,407	+364%	+$3.88M	0.41%	47
2022 Q2	$953K	Sell	21,524 -610	-3%	-$30.9K	0.08%	131
2022 Q1	$1.13M	Buy	+22,134	New	+$1.14M	0.08%	140

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

American Trust's VTIP Position: Q1 2026 in Review

American Trust reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 52% in Q1 2026, selling an estimated $249K and leaving 4,704 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #278.

American Trust first reported a position in VTIP in Q1 2022 and has held it in 16 quarters since. The position peaked at $7M in Q4 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

American Trust held 4,704 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $235K as of Q1 2026.
American Trust sold 5,008 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $249K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of American Trust's portfolio in Q1 2026, its #278 holding.
American Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 16 quarters since.
American Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7M in Q4 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.