AWA
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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
2026
Q1 		– Sell
-6,431
Closed -$318K – 743
2025
Q4 		$318K Sell
6,431
-13,084
-67% -$654K 0.02% 571
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 		$2.13B 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

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

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

Arete Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 6,431 shares — an estimated $318K sold.

Arete Wealth Advisors first reported a position in VTIP in Q2 2021 and held it in 19 quarters. The position peaked at $2.13B in Q4 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,431 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $318K.
  • Arete Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and held it in 19 quarters.
  • Arete Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.13B in Q4 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.