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 Q3	$2.64M	Sell	53,644 -8,725	-14%	-$433K	0.03%	417
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

Klingman & Associates New York $2.41B AUM 15.13% 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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

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

Apollon Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q3 2026, selling an estimated $433K and leaving 53,644 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #417.

Apollon Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.5M in Q4 2023. 336 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Apollon Wealth Management held 53,644 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.64M as of Q3 2026.
Apollon Wealth Management sold 8,725 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $433K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Apollon Wealth Management's portfolio in Q3 2026, its #417 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 18 quarters since.
Apollon Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.5M in Q4 2023.
336 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.