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

CreativeOne 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	$869K	Buy	17,299 +15	+0.1%	+$754	0.02%	626
2026 Q1	$863K	Sell	17,284 -648	-4%	-$32.2K	0.02%	629
2025 Q4	$887K	Sell	17,932 -1,454	-8%	-$72.7K	0.02%	597
2025 Q3	$981K	Sell	19,386 -1,395	-7%	-$70.2K	0.02%	560
2025 Q2	$1.04M	Sell	20,781 -8,480	-29%	-$423K	0.03%	516
2025 Q1	$1.46M	Sell	29,261 -2,810	-9%	-$138K	0.04%	373
2024 Q4	$1.55M	Sell	32,071 -255	-0.8%	-$12.5K	0.05%	346
2024 Q3	$1.59M	Buy	32,326 +9,854	+44%	+$480K	0.05%	312
2024 Q2	$1.09M	Sell	22,472 -14,666	-39%	-$705K	0.06%	307
2024 Q1	$1.78M	Buy	37,138 +13,397	+56%	+$638K	0.07%	249
2023 Q4	$1.13M	Sell	23,741 -70,062	-75%	-$3.32M	0.07%	233
2023 Q3	$4.43M	Sell	93,803 -40,142	-30%	-$1.9M	0.32%	71
2023 Q2	$6.35M	Sell	133,945 -29,891	-18%	-$1.42M	0.3%	68
2023 Q1	$7.83M	Sell	163,836 -9,936	-6%	-$468K	0.39%	51
2022 Q4	$8.12M	Buy	173,772 +104,969	+153%	+$5M	0.45%	49
2022 Q3	$3.31M	Buy	68,803 +12,958	+23%	+$642K	0.2%	93
2022 Q2	$2.8M	Buy	55,845 +16,207	+41%	+$820K	0.15%	111
2022 Q1	$2.03M	Buy	39,638 +366	+0.9%	+$18.8K	0.11%	159
2021 Q4	$2.02M	Buy	39,272 +1,947	+5%	+$101K	0.1%	190
2021 Q3	$1.96M	Buy	37,325 +9,465	+34%	+$496K	0.12%	153
2021 Q2	$1.46M	Buy	27,860 +4,815	+21%	+$251K	0.09%	192
2021 Q1	$1.19M	Buy	23,045 +429	+2%	+$22.1K	0.09%	183
2020 Q4	$1.16M	Buy	+22,616	New	+$1.15M	0.1%	165

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

CreativeOne Wealth's VTIP Position: Q2 2026 in Review

CreativeOne Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.09% in Q2 2026, buying an estimated $754 and bringing the position to 17,299 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #626.

CreativeOne Wealth first reported a position in VTIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.12M in Q4 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

CreativeOne Wealth held 17,299 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $869K as of Q2 2026.
CreativeOne Wealth bought 15 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $754.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #626 holding.
CreativeOne Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 23 quarters since.
CreativeOne Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.12M in Q4 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.