Apriem Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Apriem Advisors’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	$2.63M	Buy	52,609 +2,350	+5%	+$117K	0.25%	61
2025 Q4	$2.49M	Buy	50,259 +282	+0.6%	+$14.1K	0.23%	60
2025 Q3	$2.53M	Buy	49,977 +21	+0%	+$1.06K	0.24%	60
2025 Q2	$2.51M	Sell	49,956 -5	-0%	-$250	0.27%	56
2025 Q1	$2.49M	Buy	49,961 +64	+0.1%	+$3.14K	0.29%	50
2024 Q4	$2.42M	Sell	49,897 -2,159	-4%	-$105K	0.28%	53
2024 Q3	$2.57M	Sell	52,056 -6,928	-12%	-$337K	0.3%	50
2024 Q2	$2.86M	Sell	58,984 -149	-0.3%	-$7.17K	0.35%	49
2024 Q1	$2.83M	Sell	59,133 -2,300	-4%	-$109K	0.36%	49
2023 Q4	$2.92M	Sell	61,433 -1,052	-2%	-$49.8K	0.39%	42
2023 Q3	$2.95M	Sell	62,485 -2,983	-5%	-$141K	0.43%	38
2023 Q2	$3.1M	Sell	65,468 -8,999	-12%	-$429K	0.47%	39
2023 Q1	$3.56M	Sell	74,467 -1,360	-2%	-$64K	0.57%	38
2022 Q4	$3.54M	Sell	75,827 -6,235	-8%	-$297K	0.61%	34
2022 Q3	$3.95M	Buy	82,062 +430	+0.5%	+$21.3K	0.71%	31
2022 Q2	$4.09M	Buy	81,632 +920	+1%	+$46.5K	0.7%	30
2022 Q1	$4.13M	Buy	80,712 +22,375	+38%	+$1.15M	0.61%	34
2021 Q4	$3M	Buy	58,337 +3,516	+6%	+$183K	0.42%	38
2021 Q3	$2.88M	Buy	54,821 +11,005	+25%	+$577K	0.41%	36
2021 Q2	$2.3M	Buy	43,816 +24,065	+122%	+$1.25M	0.34%	40
2021 Q1	$1.02M	Buy	+19,751	New	+$1.02M	0.16%	61

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

Apriem Advisors's VTIP Position: Q1 2026 in Review

Apriem Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.7% in Q1 2026, buying an estimated $117K and bringing the position to 52,609 shares worth $2.63M. The position accounts for 0.25% of the portfolio, ranked #61.

Apriem Advisors first reported a position in VTIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.13M in Q1 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Apriem Advisors held 52,609 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.63M as of Q1 2026.
Apriem Advisors bought 2,350 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $117K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.25% of Apriem Advisors's portfolio in Q1 2026, its #61 holding.
Apriem Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 21 quarters since.
Apriem Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.13M in Q1 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.