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

Aventura Private Wealth’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	$24.3K	Hold	483	–	–	0.01%	451
2026 Q1	$24.1K	Hold	483	–	–	0.01%	423
2025 Q4	$23.9K	Buy	483 +319	+195%	+$15.9K	0.01%	388
2025 Q3	$8.3K	Hold	164	–	–	﹤0.01%	519
2025 Q2	$8.24K	Hold	164	–	–	﹤0.01%	491
2025 Q1	$8.18K	Buy	+164	New	+$8.05K	﹤0.01%	474

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

Aventura Private Wealth's VTIP Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 483 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #451.

Aventura Private Wealth first reported a position in VTIP in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Aventura Private Wealth held 483 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $24.3K as of Q2 2026.
Aventura Private Wealth left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #451 holding.
Aventura Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 6 quarters since.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.