Edgestream Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Edgestream Partners’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	–	Sell	-42,451	Closed	-$2.1M	–	1135
2025 Q4	$2.1M	Sell	42,451 -8,149	-16%	-$407K	0.06%	516
2025 Q3	$2.56M	Sell	50,600 -5,700	-10%	-$287K	0.07%	460
2025 Q2	$2.83M	Buy	+56,300	New	+$2.81M	0.08%	451
2024 Q4	–	Sell	-11,294	Closed	-$557K	–	1109
2024 Q3	$557K	Buy	+11,294	New	+$550K	0.02%	679

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

Edgestream Partners's VTIP Position: Q1 2026 in Review

Edgestream Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 42,451 shares — an estimated $2.1M sold.

Edgestream Partners first reported a position in VTIP in Q3 2024 and held it in 4 quarters. The position peaked at $2.83M in Q2 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Edgestream Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 42,451 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.1M.
Edgestream Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and held it in 4 quarters.
Edgestream Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.83M in Q2 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.