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

Atomi Financial 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	$2.31M	Sell	46,248 -1,576	-3%	-$78.4K	0.07%	220
2025 Q4	$2.37M	Buy	47,824 +10,223	+27%	+$511K	0.07%	206
2025 Q3	$1.9M	Buy	37,601 +11,651	+45%	+$586K	0.06%	214
2025 Q2	$1.3M	Buy	25,950 +6,721	+35%	+$336K	0.05%	269
2025 Q1	$960K	Sell	19,229 -5,288	-22%	-$260K	0.04%	319
2024 Q4	$1.19M	Buy	24,517 +4,404	+22%	+$215K	0.06%	231
2024 Q3	$992K	Buy	+20,113	New	+$979K	0.06%	249

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

Atomi Financial Group's VTIP Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.3% in Q1 2026, selling an estimated $78.4K and leaving 46,248 shares worth $2.31M. The position accounts for 0.07% of the portfolio, ranked #220.

Atomi Financial Group first reported a position in VTIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Atomi Financial Group held 46,248 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.31M as of Q1 2026.
Atomi Financial Group sold 1,576 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $78.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #220 holding.
Atomi Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 7 quarters since.
Atomi Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.37M in Q4 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.