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

Archvest Wealth 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 		$249K Buy
4,991
+138
+3% +$6.86K 0.16% 61
2025
Q4 		$240K Buy
4,853
+23
+0.5% +$1.15K 0.15% 58
2025
Q3 		$245K Buy
+4,830
New +$243K 0.22% 55
2025
Q1 		– Sell
-11,249
Closed -$545K – 66
2024
Q4 		$545K Sell
11,249
-12,511
-53% -$611K 0.39% 41
2024
Q3 		$1.17M Sell
23,760
-88,919
-79% -$4.33M 0.74% 27
2024
Q2 		$5.42M Sell
112,679
-52,250
-32% -$2.51M 3.59% 6
2024
Q1 		$7.88M Sell
164,929
-14,203
-8% -$676K 5.57% 4
2023
Q4 		$8.51M Sell
179,132
-46,385
-21% -$2.2M 6.41% 4
2023
Q3 		$10.7M Sell
225,517
-1,454
-0.6% -$68.7K 8.68% 4
2023
Q2 		$10.8M Sell
226,971
-6,316
-3% -$301K 8.83% 4
2023
Q1 		$11.2M Buy
233,287
+231,128
+10,705% +$10.9M 9.88% 3
2022
Q4 		$234K Sell
2,159
-230,381
-99% -$11M 0.23% 35
2022
Q3 		$11.2M Buy
232,540
+8,298
+4% +$411K 11.47% 2
2022
Q2 		$11.2M Buy
224,242
+4,102
+2% +$208K 11.19% 3
2022
Q1 		$11.3M Buy
220,140
+7,037
+3% +$361K 10.16% 3
2021
Q4 		$11M Buy
+213,103
New +$11.1M 9.49% 3

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Archvest Wealth Advisors's VTIP Position: Q1 2026 in Review

Archvest Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.8% in Q1 2026, buying an estimated $6.86K and bringing the position to 4,991 shares worth $249K. The position accounts for 0.16% of the portfolio, ranked #61.

Archvest Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.3M in Q1 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Archvest Wealth Advisors held 4,991 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $249K as of Q1 2026.
  • Archvest Wealth Advisors bought 138 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $6.86K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.16% of Archvest Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Archvest Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 16 quarters since.
  • Archvest Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.3M 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 Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.