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 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 $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Angeles Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 22% in Q2 2026, buying an estimated $76.5K and bringing the position to 8,398 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #310.

Angeles Wealth Management first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $863K in Q3 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Angeles Wealth Management held 8,398 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $422K as of Q2 2026.
Angeles Wealth Management bought 1,522 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $76.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #310 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 11 quarters since.
Angeles Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $863K in Q3 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.