Atria Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Atria Investments’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	$19.9M	Buy	395,897 +189,831	+92%	+$9.54M	0.2%	97
2026 Q1	$10.3M	Buy	206,066 +151,411	+277%	+$7.53M	0.12%	188
2025 Q4	$2.7M	Buy	54,655 +302	+0.6%	+$15.1K	0.03%	602
2025 Q3	$2.75M	Sell	54,353 -15,159	-22%	-$763K	0.03%	594
2025 Q2	$3.49M	Buy	69,512 +12,784	+23%	+$638K	0.04%	515
2025 Q1	$2.83M	Buy	56,728 +24,191	+74%	+$1.19M	0.04%	565
2024 Q4	$1.58M	Buy	32,537 +12,838	+65%	+$627K	0.02%	785
2024 Q3	$971K	Sell	19,699 -6,171	-24%	-$301K	0.01%	984
2024 Q2	$1.26M	Sell	25,870 -85,974	-77%	-$4.13M	0.02%	824
2024 Q1	$5.36M	Sell	111,844 -11,210	-9%	-$534K	0.07%	320
2023 Q4	$5.84M	Sell	123,054 -17,577	-12%	-$833K	0.09%	259
2023 Q3	$6.65M	Sell	140,631 -1,440	-1%	-$68K	0.12%	210
2023 Q2	$6.74M	Sell	142,071 -5,224	-4%	-$249K	0.12%	198
2023 Q1	$7.04M	Sell	147,295 -22,101	-13%	-$1.04M	0.13%	184
2022 Q4	$7.91M	Sell	169,396 -68,933	-29%	-$3.28M	0.16%	158
2022 Q3	$11.5M	Sell	238,329 -42,092	-15%	-$2.09M	0.25%	86
2022 Q2	$14.1M	Buy	280,421 +159,672	+132%	+$8.08M	0.29%	68
2022 Q1	$6.18M	Buy	120,749 +94,264	+356%	+$4.83M	0.11%	222
2021 Q4	$1.36M	Buy	+26,485	New	+$1.38M	0.02%	712
2020 Q1	–	Sell	-9,038	Closed	-$445K	–	1185
2019 Q4	$445K	Sell	9,038 -666	-7%	-$32.8K	0.01%	828
2019 Q3	$476K	Sell	9,704 -142	-1%	-$7.02K	0.02%	594
2019 Q2	$487K	Buy	+9,846	New	+$482K	0.02%	590

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Atria Investments's VTIP Position: Q2 2026 in Review

Atria Investments increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 92% in Q2 2026, buying an estimated $9.54M and bringing the position to 395,897 shares worth $19.9M. The position accounts for 0.2% of the portfolio, ranked #97.

Atria Investments first reported a position in VTIP in Q2 2019 and has held it in 22 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Atria Investments held 395,897 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $19.9M as of Q2 2026.
Atria Investments bought 189,831 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $9.54M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.2% of Atria Investments's portfolio in Q2 2026, its #97 holding.
Atria Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and has held it in 22 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.