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 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 $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

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

Apollon Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q1 2026, selling an estimated $55.9K and leaving 6,376 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #1078.

Apollon Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $15.5M in Q4 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Apollon Wealth Management held 6,376 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $318K as of Q1 2026.
Apollon Wealth Management sold 1,124 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $55.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1078 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 16 quarters since.
Apollon Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.5M in Q4 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.