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

Avion 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
Q1 		$617K Sell
12,365
-3,493
-22% -$174K 0.13% 46
2025
Q4 		$784K Sell
15,858
-92
-0.6% -$4.6K 0.16% 42
2025
Q3 		$807K Sell
15,950
-684
-4% -$34.4K 0.17% 41
2025
Q2 		$836K Buy
16,634
+2,381
+17% +$119K 0.19% 41
2025
Q1 		$690K Hold
14,253
– – 0.18% 43
2024
Q4 		$690K Sell
14,253
-1,229
-8% -$60K 0.18% 43
2024
Q3 		$763K Sell
15,482
-694
-4% -$33.8K 0.2% 40
2024
Q2 		$785K Sell
16,176
-6,051
-27% -$291K 0.22% 36
2024
Q1 		$1.06M Sell
22,227
-12,651
-36% -$602K 0.29% 33
2023
Q4 		$1.66M Sell
34,878
-28,656
-45% -$1.36M 0.46% 29
2023
Q3 		$3M Sell
63,534
-471,370
-88% -$22.3M 0.86% 20
2023
Q2 		$25.4M Buy
534,904
+26,623
+5% +$1.27M 6.64% 4
2023
Q1 		$23.7M Sell
508,281
-35,786
-7% -$1.68M 6.48% 4
2022
Q4 		$26.2M Hold
544,067
– – 8.15% 4
2022
Q3 		$26.2M Sell
544,067
-1,672
-0.3% -$82.8K 8.14% 4
2022
Q2 		$27.4M Buy
545,739
+19,032
+4% +$963K 8.49% 3
2022
Q1 		$27M Buy
526,707
+65,651
+14% +$3.37M 7.76% 4
2021
Q4 		$23.7M Buy
461,056
+20,779
+5% +$1.08M 6.7% 5
2021
Q3 		$23.1M Buy
440,277
+23,692
+6% +$1.24M 7.02% 6
2021
Q2 		$21.8M Buy
416,585
+398,153
+2,160% +$20.8M 6.65% 6
2021
Q1 		$950K Buy
+18,432
New +$948K 0.33% 21

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

Avion Wealth's VTIP Position: Q1 2026 in Review

Avion Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 22% in Q1 2026, selling an estimated $174K and leaving 12,365 shares worth $617K. The position accounts for 0.13% of the portfolio, ranked #46.

Avion Wealth first reported a position in VTIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $27.4M in Q2 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Avion Wealth held 12,365 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $617K as of Q1 2026.
  • Avion Wealth sold 3,493 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $174K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Avion Wealth's portfolio in Q1 2026, its #46 holding.
  • Avion Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 21 quarters since.
  • Avion Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $27.4M in Q2 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.