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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
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
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

CreativeOne Wealth's VTIP Position: Q1 2026 in Review

CreativeOne Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.6% in Q1 2026, selling an estimated $32.2K and leaving 17,284 shares worth $863K. The position accounts for 0.02% of the portfolio, ranked #629.

CreativeOne Wealth first reported a position in VTIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.12M in Q4 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • CreativeOne Wealth held 17,284 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $863K as of Q1 2026.
  • CreativeOne Wealth sold 648 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $32.2K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #629 holding.
  • CreativeOne Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.12M in Q4 2022.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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