Evanson Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Evanson Asset Management’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	$1.08M	Sell	21,594 -10,083	-32%	-$501K	0.06%	128
2025 Q4	$1.57M	Buy	31,677 +10,347	+49%	+$517K	0.08%	105
2025 Q3	$1.08M	Buy	21,330 +158	+0.7%	+$7.95K	0.06%	131
2025 Q2	$1.06M	Buy	21,172 +3,593	+20%	+$179K	0.07%	130
2025 Q1	$877K	Hold	17,579	–	–	0.06%	135
2024 Q4	$851K	Buy	17,579 +7,479	+74%	+$365K	0.06%	134
2024 Q3	$498K	Buy	10,100 +37	+0.4%	+$1.8K	0.04%	179
2024 Q2	$488K	Buy	10,063 +4	+0%	+$192	0.04%	169
2024 Q1	$482K	Hold	10,059	–	–	0.04%	185
2023 Q4	$478K	Buy	10,059 +1,708	+20%	+$80.9K	0.04%	179
2023 Q3	$395K	Sell	8,351 -952	-10%	-$45K	0.04%	189
2023 Q2	$441K	Buy	9,303 +4	+0%	+$191	0.04%	177
2023 Q1	$445K	Buy	9,299 +1,061	+13%	+$50K	0.04%	171
2022 Q4	$385K	Sell	8,238 -1,684	-17%	-$80.2K	0.04%	179
2022 Q3	$477K	Buy	9,922 +1,320	+15%	+$65.4K	0.06%	153
2022 Q2	$431K	Buy	8,602 +89	+1%	+$4.5K	0.05%	177
2022 Q1	$436K	Hold	8,513	–	–	0.04%	190
2021 Q4	$438K	Buy	8,513 +2,117	+33%	+$110K	0.04%	191
2021 Q3	$335K	Sell	6,396 -23,932	-79%	-$1.26M	0.03%	217
2021 Q2	$1.59M	Buy	30,328 +25,000	+469%	+$1.3M	0.17%	69
2021 Q1	$275K	Buy	5,328 +9	+0.2%	+$463	0.04%	232
2020 Q4	$272K	Buy	5,319 +56	+1%	+$2.85K	0.04%	220
2020 Q3	$268K	Hold	5,263	–	–	0.05%	204
2020 Q2	$264K	Hold	5,263	–	–	0.05%	189
2020 Q1	$256K	Hold	5,263	–	–	0.06%	175
2019 Q4	$259K	Buy	5,263 +34	+0.7%	+$1.67K	0.05%	204
2019 Q3	$256K	Buy	5,229 +41	+0.8%	+$2.03K	0.05%	200
2019 Q2	$256K	Buy	5,188 +16	+0.3%	+$784	0.05%	204
2019 Q1	$252K	Sell	5,172 -8,899	-63%	-$430K	0.05%	206
2018 Q4	$674K	Buy	14,071 +4,693	+50%	+$226K	0.15%	88
2018 Q3	$454K	Buy	9,378 +101	+1%	+$4.93K	0.09%	131
2018 Q2	$453K	Buy	9,277 +30	+0.3%	+$1.47K	0.09%	139
2018 Q1	$452K	Buy	9,247 +163	+2%	+$7.94K	0.09%	142
2017 Q4	$443K	Hold	9,084	–	–	0.09%	146
2017 Q3	$449K	Hold	9,084	–	–	0.1%	133
2017 Q2	$447K	Hold	9,084	–	–	0.1%	127
2017 Q1	$449K	Sell	9,084 -2,000	-18%	-$98.6K	0.11%	123
2016 Q4	$545K	Buy	11,084 +84	+0.8%	+$4.15K	0.15%	102
2016 Q3	$546K	Hold	11,000	–	–	0.16%	98
2016 Q2	$544K	Hold	11,000	–	–	0.16%	94
2016 Q1	$540K	Hold	11,000	–	–	0.18%	89
2015 Q4	$532K	Hold	11,000	–	–	0.19%	90
2015 Q3	$532K	Hold	11,000	–	–	0.2%	97
2015 Q2	$535K	Buy	+11,000	New	+$535K	0.19%	103
2014 Q4	–	Sell	-5,762	Closed	-$284K	–	207
2014 Q3	$284K	Buy	5,762 +1,762	+44%	+$87.8K	0.12%	145
2014 Q2	$200K	Buy	+4,000	New	+$199K	0.08%	180

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

Evanson Asset Management's VTIP Position: Q1 2026 in Review

Evanson Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 32% in Q1 2026, selling an estimated $501K and leaving 21,594 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #128.

Evanson Asset Management first reported a position in VTIP in Q2 2014 and has held it in 46 quarters since. The position peaked at $1.59M in Q2 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Evanson Asset Management held 21,594 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.08M as of Q1 2026.
Evanson Asset Management sold 10,083 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $501K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Evanson Asset Management's portfolio in Q1 2026, its #128 holding.
Evanson Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2014 and has held it in 46 quarters since.
Evanson Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.59M in Q2 2021.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.