CBIZ Investment Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

CBIZ Investment Advisory Services’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	$78K	Hold	1,561	–	–	﹤0.01%	70
2025 Q4	$77.2K	Hold	1,561	–	–	﹤0.01%	106
2025 Q3	$79K	Hold	1,561	–	–	﹤0.01%	94
2025 Q2	$78.5K	Hold	1,561	–	–	﹤0.01%	92
2025 Q1	$77.9K	Sell	1,561 -925	-37%	-$45.4K	﹤0.01%	89
2024 Q4	$120K	Sell	2,486 -1,842	-43%	-$90K	0.01%	64
2024 Q3	$213K	Sell	4,328 -206	-5%	-$10K	0.01%	50
2024 Q2	$220K	Sell	4,534 -39	-0.9%	-$1.88K	0.01%	47
2024 Q1	$219K	Hold	4,573	–	–	0.02%	44
2023 Q4	$217K	Hold	4,573	–	–	0.02%	45
2023 Q3	$216K	Hold	4,573	–	–	0.02%	29
2023 Q2	$217K	Sell	4,573 -2,419	-35%	-$115K	0.02%	30
2023 Q1	$334K	Buy	+6,992	New	+$329K	0.03%	27
2022 Q3	–	Sell	-588,049	Closed	-$29.5M	–	37
2022 Q2	$29.5M	Buy	588,049 +581,590	+9,004%	+$29.4M	2.7%	10
2022 Q1	$331K	Sell	6,459 -1,019,098	-99%	-$52.3M	0.03%	16
2021 Q4	$52.7M	Buy	+1,025,557	New	+$53.4M	4.11%	8
2021 Q3	–	Hold	0	–	–	–	7
2021 Q2	–	Hold	0	–	–	–	8
2021 Q1	–	Hold	0	–	–	–	10

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

CBIZ Investment Advisory Services's VTIP Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 1,561 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #70.

CBIZ Investment Advisory Services first reported a position in VTIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $52.7M in Q4 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

CBIZ Investment Advisory Services held 1,561 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $78K as of Q1 2026.
CBIZ Investment Advisory Services left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #70 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 16 quarters since.
CBIZ Investment Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $52.7M in Q4 2021.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.