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

Cherry Tree Wealth Management’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	$9.45M	Buy	189,272 +13,231	+8%	+$658K	2%	16
2025 Q4	$8.71M	Buy	176,041 +8,106	+5%	+$405K	1.84%	16
2025 Q3	$8.5M	Buy	167,935 +5,191	+3%	+$261K	1.87%	16
2025 Q2	$8.18M	Buy	162,744 +4,303	+3%	+$215K	1.9%	16
2025 Q1	$7.91M	Buy	158,441 +2,782	+2%	+$137K	1.91%	16
2024 Q4	$7.54M	Sell	155,659 -8,685	-5%	-$424K	1.87%	15
2024 Q3	$8.1M	Sell	164,344 -9,825	-6%	-$478K	1.92%	16
2024 Q2	$8.45M	Sell	174,169 -1,427	-0.8%	-$68.6K	2.12%	15
2024 Q1	$8.41M	Sell	175,596 -3,199	-2%	-$152K	2.11%	15
2023 Q4	$8.49M	Sell	178,795 -12,786	-7%	-$606K	2.27%	13
2023 Q3	$9.06M	Sell	191,581 -33,084	-15%	-$1.56M	2.65%	12
2023 Q2	$10.7M	Buy	+224,665	New	+$10.7M	3.1%	8

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

Cherry Tree Wealth Management's VTIP Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.5% in Q1 2026, buying an estimated $658K and bringing the position to 189,272 shares worth $9.45M. The position accounts for 2% of the portfolio, ranked #16.

Cherry Tree Wealth Management first reported a position in VTIP in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q2 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Cherry Tree Wealth Management held 189,272 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.45M as of Q1 2026.
Cherry Tree Wealth Management bought 13,231 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $658K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #16 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.7M in Q2 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.