AWA
VTIP icon

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

Arete 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
2025
Q4 		– Sell
-19,515
Closed -$988K – 761
2025
Q3 		$988K Sell
19,515
-2,647
-12% -$133K 0.06% 276
2025
Q2 		$1.11M Buy
22,162
+2,831
+15% +$141K 0.08% 244
2025
Q1 		$965K Buy
19,331
+2,090
+12% +$103K 0.07% 250
2024
Q4 		$835K Buy
17,241
+126
+0.7% +$6.16K 0.06% 286
2024
Q3 		$844K Sell
17,115
-5,279
-24% -$257K 0.07% 254
2024
Q2 		$1.09M Buy
22,394
+885
+4% +$42.6K 0.09% 215
2024
Q1 		$1.03M Sell
21,509
-999
-4% -$47.6K 0.1% 206
2023
Q4 		$1.07M Buy
22,508
+16,202
+257% +$767K 0.08% 236
2023
Q3 		$298K Sell
6,306
-14,065
-69% -$665K 0.05% 343
2023
Q2 		$966K Sell
20,371
-2,374
-10% -$113K 0.09% 224
2023
Q1 		$1.09M Sell
22,745
-22,881
-50% -$1.08M 0.09% 197
2022
Q4 		$2.13M Sell
45,626
-1,297
-3% -$61.8K 0.19% 107
2022
Q3 		$2.26M Sell
46,923
-83,313
-64% -$4.13M 0.22% 92
2022
Q2 		$13.4M Buy
130,236
+76,114
+141% +$3.85M 1.36% 18
2022
Q1 		$2.77M Buy
54,122
+14,198
+36% +$728K 0.23% 90
2021
Q4 		$2.05M Buy
39,924
+3,252
+9% +$169K 0.17% 112
2021
Q3 		$1.92M Buy
36,672
+4,559
+14% +$239K 0.21% 100
2021
Q2 		$1.51M Buy
+32,113
New +$1.67M 0.21% 94

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Arete Wealth Advisors's VTIP Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 19,515 shares — an estimated $988K sold.

Arete Wealth Advisors first reported a position in VTIP in Q2 2021 and held it in 18 quarters. The position peaked at $13.4M in Q2 2022. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,515 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $988K.
  • Arete Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 18 quarters.
  • Arete Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13.4M in Q2 2022.
  • 894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.