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

Angeles 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 Q3	$412K	Sell	8,362 -36	-0.4%	-$1.78K	0.02%	301
2026 Q2	$422K	Buy	8,398 +1,522	+22%	+$76.5K	0.02%	310
2026 Q1	$343K	Sell	6,876 -921	-12%	-$45.8K	0.02%	295
2025 Q4	$386K	Sell	7,797 -9,250	-54%	-$463K	0.02%	249
2025 Q3	$863K	Buy	17,047 +9,250	+119%	+$466K	0.05%	125
2025 Q2	$392K	Buy	7,797 +2,518	+48%	+$126K	0.03%	211
2025 Q1	$263K	Sell	5,279 -687	-12%	-$33.7K	0.02%	245
2024 Q4	$289K	Sell	5,966 -194	-3%	-$9.48K	0.02%	222
2024 Q3	$304K	Hold	6,160	–	–	0.03%	199
2024 Q2	$299K	Sell	6,160 -2,673	-30%	-$129K	0.03%	180
2024 Q1	$423K	Buy	8,833 +3,298	+60%	+$157K	0.04%	132
2023 Q4	$263K	Buy	+5,535	New	+$262K	0.03%	162

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Angeles Wealth Management's VTIP Position: Q3 2026 in Review

Angeles Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.43% in Q3 2026, selling an estimated $1.78K and leaving 8,362 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #301.

Angeles Wealth Management first reported a position in VTIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $863K in Q3 2025. 649 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Angeles Wealth Management held 8,362 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $412K as of Q3 2026.
Angeles Wealth Management sold 36 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $1.78K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Angeles Wealth Management's portfolio in Q3 2026, its #301 holding.
Angeles Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 12 quarters since.
Angeles Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $863K in Q3 2025.
649 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.