AWM
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Aries Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Aries 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
Q2 		$1.86M Buy
37,089
+1,287
+4% +$64.7K 0.37% 57
2026
Q1 		$1.79M Buy
35,802
+4,236
+13% +$211K 0.39% 60
2025
Q4 		$1.56M Buy
31,566
+421
+1% +$21.1K 0.35% 66
2025
Q3 		$1.58M Buy
31,145
+800
+3% +$40.3K 0.37% 67
2025
Q2 		$1.53M Buy
30,345
+485
+2% +$24.2K 0.4% 64
2025
Q1 		$1.49M Sell
29,860
-42
-0.1% -$2.06K 0.4% 64
2024
Q4 		$1.45M Sell
29,902
-2,433
-8% -$119K 0.4% 60
2024
Q3 		$1.59M Buy
32,335
+2,000
+7% +$97.4K 0.44% 57
2024
Q2 		$1.47M Buy
30,335
+1,000
+3% +$48.1K 0.46% 54
2024
Q1 		$1.4M Sell
29,335
-600
-2% -$28.6K 0.45% 56
2023
Q4 		$1.42M Hold
29,935
– – 0.51% 54
2023
Q3 		$1.41M Sell
29,935
-10,899
-27% -$515K 0.55% 50
2023
Q2 		$1.94M Sell
40,834
-1,154
-3% -$55K 0.75% 35
2023
Q1 		$2.01M Sell
41,988
-1,536
-4% -$72.3K 0.82% 32
2022
Q4 		$2.03M Buy
43,524
+10,209
+31% +$486K 0.88% 31
2022
Q3 		$1.59M Hold
33,315
– – 0.7% 44
2022
Q2 		$1.67M Buy
+33,315
New +$1.69M 0.76% 40
2022
Q1 		– Sell
-31,100
Closed -$1.6M – 226
2021
Q4 		$1.6M Buy
31,100
+3,200
+11% +$167K 0.61% 43
2021
Q3 		$1.47M Buy
27,900
+1,900
+7% +$99.7K 0.62% 43
2021
Q2 		$1.36M Buy
26,000
+4,000
+18% +$208K 0.58% 44
2021
Q1 		$1.14M Buy
22,000
+6,000
+38% +$308K 0.51% 54
2020
Q4 		$819K Hold
16,000
– – 0.41% 59
2020
Q3 		$816K Buy
16,000
+2,800
+21% +$142K 0.46% 53
2020
Q2 		$662K Buy
13,200
+2,200
+20% +$109K 0.4% 58
2020
Q1 		$541K Hold
11,000
– – 0.41% 63
2019
Q4 		$543K Buy
11,000
+500
+5% +$24.6K 0.33% 72
2019
Q3 		$515K Buy
10,500
+5,000
+91% +$247K 0.34% 72
2019
Q2 		$271K Hold
5,500
– – 0.19% 116
2019
Q1 		$268K Hold
5,500
– – 0.2% 113
2018
Q4 		$264K Hold
5,500
– – 0.28% 89
2018
Q3 		$266K Hold
5,500
– – 0.24% 98
2018
Q2 		$268K Hold
5,500
– – 0.25% 98
2018
Q1 		$269K Hold
5,500
– – 0.26% 97
2017
Q4 		$268K Buy
+5,500
New +$272K 0.25% 95

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Aries Wealth Management's VTIP Position: Q2 2026 in Review

Aries Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.6% in Q2 2026, buying an estimated $64.7K and bringing the position to 37,089 shares worth $1.86M. The position accounts for 0.37% of the portfolio, ranked #57.

Aries Wealth Management first reported a position in VTIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.03M in Q4 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Aries Wealth Management held 37,089 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.86M as of Q2 2026.
  • Aries Wealth Management bought 1,287 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $64.7K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.37% of Aries Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Aries Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 34 quarters since.
  • Aries Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.03M in Q4 2022.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.