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

Atria Wealth Solutions’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
2025
Q2 		$23.8M Buy
474,028
+91,091
+24% +$4.55M 0.54% 26
2025
Q1 		$19.1M Buy
382,937
+45,159
+13% +$2.22M 0.23% 90
2024
Q4 		$16.4M Buy
337,778
+64,027
+23% +$3.13M 0.18% 113
2024
Q3 		$13.5M Buy
273,751
+4,020
+1% +$196K 0.15% 147
2024
Q2 		$13.1M Sell
269,731
-60,321
-18% -$2.9M 0.14% 149
2024
Q1 		$15.8M Sell
330,052
-77,964
-19% -$3.71M 0.18% 123
2023
Q4 		$19.4M Buy
408,016
+96,865
+31% +$4.59M 0.24% 91
2023
Q3 		$14.7M Sell
311,151
-12,570
-4% -$594K 0.21% 106
2023
Q2 		$15.4M Buy
323,721
+19,776
+7% +$943K 0.21% 108
2023
Q1 		$14.5M Sell
303,945
-95,408
-24% -$4.49M 0.22% 101
2022
Q4 		$18.7M Buy
399,353
+49,026
+14% +$2.34M 0.3% 80
2022
Q3 		$16.9M Sell
350,327
-97,994
-22% -$4.85M 0.29% 78
2022
Q2 		$22.5M Buy
448,321
+44,491
+11% +$2.25M 0.42% 45
2022
Q1 		$20.7M Buy
+403,830
New +$20.7M 0.34% 58

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Atria Wealth Solutions's VTIP Position: Q2 2025 in Review

Atria Wealth Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q2 2025, buying an estimated $4.55M and bringing the position to 474,028 shares worth $23.8M. The position accounts for 0.54% of the portfolio, ranked #26.

Atria Wealth Solutions first reported a position in VTIP in Q1 2022 and has held it in 14 quarters since. 830 funds tracked by Wall St. Rank hold VTIP as of Q2 2025.

  • Atria Wealth Solutions held 474,028 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $23.8M as of Q2 2025.
  • Atria Wealth Solutions bought 91,091 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2025, an estimated $4.55M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.54% of Atria Wealth Solutions's portfolio in Q2 2025, its #26 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 14 quarters since.
  • 830 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.