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

AssuredPartners Investment 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 		$1.24M Buy
24,707
+3,781
+18% +$188K 0.13% 165
2025
Q4 		$1.03M Buy
20,926
+9,948
+91% +$497K 0.15% 143
2025
Q3 		$556K Buy
+10,978
New +$553K 0.12% 122

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

AssuredPartners Investment Advisors's VTIP Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 18% in Q1 2026, buying an estimated $188K and bringing the position to 24,707 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #165.

AssuredPartners Investment Advisors first reported a position in VTIP in Q3 2025 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • AssuredPartners Investment Advisors held 24,707 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.24M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 3,781 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $188K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • AssuredPartners Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.