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
Q1 		$28.6M Sell
571,882
-766,416
-57% -$38.1M 0.04% 326
2025
Q4 		$66.2M Buy
1,338,298
+1,276,735
+2,074% +$63.8M 0.04% 313
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 $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

Corient Private Wealth's VTIP Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 57% in Q1 2026, selling an estimated $38.1M and leaving 571,882 shares worth $28.6M. The position accounts for 0.04% of the portfolio, ranked #326.

Corient Private Wealth first reported a position in VTIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $66.2M in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Corient Private Wealth held 571,882 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $28.6M as of Q1 2026.
  • Corient Private Wealth sold 766,416 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $38.1M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #326 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 14 quarters since.
  • Corient Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $66.2M in Q4 2025.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.