Ascent Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ascent Group’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	$633K	Buy	12,668 +3,536	+39%	+$176K	0.02%	452
2025 Q4	$452K	Sell	9,132 -108,347	-92%	-$5.42M	0.02%	516
2025 Q3	$5.95M	Buy	117,479 +6,901	+6%	+$347K	0.21%	103
2025 Q2	$5.56M	Buy	110,578 +86,116	+352%	+$4.3M	0.22%	96
2025 Q1	$1.22M	Buy	+24,462	New	+$1.2M	0.05%	303
2022 Q3	–	Sell	-67,444	Closed	-$3.4M	–	502
2022 Q2	$3.4M	Buy	67,444 +16,303	+32%	+$825K	0.41%	66
2022 Q1	$2.62M	Buy	51,141 +34,103	+200%	+$1.75M	0.3%	111
2021 Q4	$869K	Buy	+17,038	New	+$887K	0.11%	228

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

Ascent Group's VTIP Position: Q1 2026 in Review

Ascent Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 39% in Q1 2026, buying an estimated $176K and bringing the position to 12,668 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #452.

Ascent Group first reported a position in VTIP in Q4 2021 and has held it in 8 quarters since. The position peaked at $5.95M in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Ascent Group held 12,668 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $633K as of Q1 2026.
Ascent Group bought 3,536 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $176K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Ascent Group's portfolio in Q1 2026, its #452 holding.
Ascent Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 8 quarters since.
Ascent Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.95M in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.