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

Apollon 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	$3.13M	Buy	62,369 +55,993	+878%	+$2.81M	0.04%	390
2026 Q1	$318K	Sell	6,376 -1,124	-15%	-$55.9K	0.01%	1078
2025 Q4	$371K	Sell	7,500 -1,444	-16%	-$72.2K	0.01%	967
2025 Q3	$453K	Sell	8,944 -5,350	-37%	-$269K	0.01%	866
2025 Q2	$719K	Sell	14,294 -5,524	-28%	-$276K	0.01%	661
2025 Q1	$989K	Buy	19,818 +1,590	+9%	+$78K	0.02%	512
2024 Q4	$883K	Sell	18,228 -4,807	-21%	-$235K	0.02%	551
2024 Q3	$1.14M	Sell	23,035 -140,103	-86%	-$6.82M	0.03%	444
2024 Q2	$7.92M	Sell	163,138 -13,875	-8%	-$667K	0.24%	72
2024 Q1	$8.48M	Sell	177,013 -148,869	-46%	-$7.09M	0.27%	69
2023 Q4	$15.5M	Buy	325,882 +48,900	+18%	+$2.32M	0.53%	38
2023 Q3	$13.1M	Buy	276,982 +29,636	+12%	+$1.4M	0.66%	27
2023 Q2	$11.7M	Buy	247,346 +21,446	+9%	+$1.02M	0.57%	26
2023 Q1	$10.8M	Buy	225,900 +153,240	+211%	+$7.22M	0.66%	21
2022 Q4	$3.39M	Buy	72,660 +53,708	+283%	+$2.56M	0.24%	90
2022 Q3	$912K	Buy	+18,952	New	+$939K	0.08%	275
2022 Q1	–	Sell	-4,051	Closed	-$208K	–	833
2021 Q4	$208K	Buy	+4,051	New	+$211K	0.02%	696

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

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

Apollon Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 878% in Q2 2026, buying an estimated $2.81M and bringing the position to 62,369 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #390.

Apollon Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 17 quarters since. The position peaked at $15.5M in Q4 2023. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Apollon Wealth Management held 62,369 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.13M as of Q2 2026.
Apollon Wealth Management bought 55,993 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.81M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #390 holding.
Apollon Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 17 quarters since.
Apollon Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.5M in Q4 2023.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.