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 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 $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

Angeles Wealth Management's VTIP Position: Q1 2026 in Review

Angeles Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q1 2026, selling an estimated $45.8K and leaving 6,876 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #295.

Angeles Wealth Management first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $863K in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Angeles Wealth Management held 6,876 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $343K as of Q1 2026.
Angeles Wealth Management sold 921 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $45.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #295 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 10 quarters since.
Angeles Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $863K in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.