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

Exencial Wealth Advisors’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	$1.21M	Sell	24,285 -13,813	-36%	-$687K	0.04%	272
2025 Q4	$1.88M	Buy	38,098 +3,038	+9%	+$152K	0.06%	230
2025 Q3	$1.78M	Sell	35,060 -370	-1%	-$18.6K	0.06%	230
2025 Q2	$1.78M	Sell	35,430 -1,061	-3%	-$53K	0.06%	225
2025 Q1	$1.82M	Buy	36,491 +829	+2%	+$40.7K	0.07%	224
2024 Q4	$1.73M	Buy	35,662 +1,425	+4%	+$69.6K	0.06%	229
2024 Q3	$1.69M	Sell	34,237 -1,105	-3%	-$53.8K	0.06%	233
2024 Q2	$1.72M	Sell	35,342 -784	-2%	-$37.7K	0.06%	221
2024 Q1	$1.73M	Buy	36,126 +738	+2%	+$35.1K	0.06%	225
2023 Q4	$1.68M	Buy	35,388 +14,321	+68%	+$678K	0.07%	215
2023 Q3	$996K	Sell	21,067 -1,703	-7%	-$80.5K	0.05%	234
2023 Q2	$1.08M	Buy	22,770 +13,745	+152%	+$655K	0.05%	229
2023 Q1	$432K	Buy	9,025 +14	+0.2%	+$659	0.02%	302
2022 Q4	$421K	Sell	9,011 -2,629	-23%	-$125K	0.02%	313
2022 Q3	$560K	Sell	11,640 -1,941	-14%	-$96.2K	0.03%	262
2022 Q2	$681K	Buy	13,581 +3,028	+29%	+$153K	0.04%	252
2022 Q1	$540K	Sell	10,553 -510	-5%	-$26.2K	0.03%	285
2021 Q4	$569K	Buy	11,063 +4,684	+73%	+$244K	0.03%	289
2021 Q3	$335K	Sell	6,379 -1,993	-24%	-$105K	0.01%	273
2021 Q2	$439K	Buy	8,372 +574	+7%	+$29.9K	0.02%	331
2021 Q1	$402K	Buy	7,798 +606	+8%	+$31.2K	0.02%	306
2020 Q4	$368K	Sell	7,192 -657	-8%	-$33.4K	0.03%	280
2020 Q3	$400K	Buy	7,849 +3,096	+65%	+$157K	0.02%	276
2020 Q2	$238K	Buy	+4,753	New	+$236K	0.02%	290
2020 Q1	–	Sell	-5,705	Closed	-$281K	–	276
2019 Q4	$281K	Buy	+5,705	New	+$281K	0.05%	218

Other funds holding VTIP

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Exencial Wealth Advisors's VTIP Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 36% in Q1 2026, selling an estimated $687K and leaving 24,285 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #272.

Exencial Wealth Advisors first reported a position in VTIP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.88M in Q4 2025. 917 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Exencial Wealth Advisors held 24,285 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.21M as of Q1 2026.
Exencial Wealth Advisors sold 13,813 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $687K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #272 holding.
Exencial Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 25 quarters since.
Exencial Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.88M in Q4 2025.
917 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.