First American Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

First American Trust’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	$3.6M	Sell	72,036 -2,920	-4%	-$145K	0.24%	109
2025 Q4	$3.71M	Sell	74,956 -4,639	-6%	-$232K	0.25%	101
2025 Q3	$4.03M	Buy	79,595 +3,042	+4%	+$153K	0.29%	93
2025 Q2	$3.85M	Sell	76,553 -6,148	-7%	-$307K	0.31%	91
2025 Q1	$4.13M	Sell	82,701 -5,078	-6%	-$249K	0.38%	80
2024 Q4	$4.25M	Buy	87,779 +35,668	+68%	+$1.74M	0.42%	74
2024 Q3	$2.57M	Sell	52,111 -26,815	-34%	-$1.31M	0.25%	93
2024 Q2	$3.83M	Buy	78,926 +10,853	+16%	+$522K	0.38%	76
2024 Q1	$3.26M	Buy	68,073 +26,041	+62%	+$1.24M	0.34%	83
2023 Q4	$2M	Buy	42,032 +717	+2%	+$34K	0.25%	87
2023 Q3	$1.95M	Buy	41,315 +4,656	+13%	+$220K	0.28%	82
2023 Q2	$1.74M	Buy	36,659 +4,680	+15%	+$223K	0.24%	84
2023 Q1	$1.53M	Buy	31,979 +6,614	+26%	+$311K	0.23%	84
2022 Q4	$1.19M	Sell	25,365 -3,144	-11%	-$150K	0.18%	84
2022 Q3	$1.37M	Buy	28,509 +9,098	+47%	+$451K	0.23%	82
2022 Q2	$973K	Buy	+19,411	New	+$982K	0.15%	87

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

First American Trust's VTIP Position: Q1 2026 in Review

First American Trust reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.9% in Q1 2026, selling an estimated $145K and leaving 72,036 shares worth $3.6M. The position accounts for 0.24% of the portfolio, ranked #109.

First American Trust first reported a position in VTIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.25M in Q4 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

First American Trust held 72,036 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.6M as of Q1 2026.
First American Trust sold 2,920 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $145K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.24% of First American Trust's portfolio in Q1 2026, its #109 holding.
First American Trust first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 16 quarters since.
First American Trust's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.25M in Q4 2024.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.