Corient Private Wealth
VTIP icon

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

Corient 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 		$25.1M Sell
499,187
-72,695
-13% -$3.65M 0.03% 358
2026
Q1 		$28.6M Sell
571,882
-97,267
-15% -$4.84M 0.04% 326
2025
Q4 		$33.1M Buy
669,149
+607,586
+987% +$30.4M 0.05% 308
2025
Q3 		$3.12M Sell
61,563
-804,635
-93% -$40.5M ﹤0.01% 881
2025
Q2 		$43.5M Sell
866,198
-109,872
-11% -$5.49M 0.06% 253
2025
Q1 		$48.7M Sell
976,070
-335,471
-26% -$16.5M 0.08% 226
2024
Q4 		$63.5M Sell
1,311,541
-14,670
-1% -$717K 0.11% 188
2024
Q3 		$65.4M Buy
1,326,211
+28,064
+2% +$1.37M 0.1% 196
2024
Q2 		$63M Buy
1,298,147
+77,015
+6% +$3.7M 0.11% 189
2024
Q1 		$58.5M Buy
1,221,132
+84,550
+7% +$4.02M 0.1% 198
2023
Q4 		$54M Buy
1,136,582
+25,328
+2% +$1.2M 0.1% 206
2023
Q3 		$52.5M Buy
1,111,254
+58,711
+6% +$2.77M 0.12% 182
2023
Q2 		$49.9M Buy
1,052,543
+138,586
+15% +$6.61M 0.12% 186
2023
Q1 		$43.7M Buy
913,957
+201,885
+28% +$9.51M 0.12% 170
2022
Q4 		$33.3M Buy
+712,072
New +$33.9M 0.12% 190

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

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

Corient Private Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q2 2026, selling an estimated $3.65M and leaving 499,187 shares worth $25.1M. The position accounts for 0.03% of the portfolio, ranked #358.

Corient Private Wealth first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $65.4M in Q3 2024. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Corient Private Wealth held 499,187 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $25.1M as of Q2 2026.
  • Corient Private Wealth sold 72,695 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.65M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #358 holding.
  • Corient Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $65.4M in Q3 2024.
  • 951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.