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

FWL Investment 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	–	Sell	-6	Closed	-$297	–	413
2025 Q4	$297	Buy	+6	New	+$300	﹤0.01%	358
2024 Q4	–	Sell	-789	Closed	-$38.9K	–	334
2024 Q3	$38.9K	Buy	+789	New	+$38.4K	0.01%	137

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

FWL Investment Management's VTIP Position: Q1 2026 in Review

FWL Investment Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 6 shares — an estimated $297 sold.

FWL Investment Management first reported a position in VTIP in Q3 2024 and held it in 2 quarters. The position peaked at $38.9K in Q3 2024. 917 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

FWL Investment Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
FWL Investment Management sold 6 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $297.
FWL Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and held it in 2 quarters.
FWL Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $38.9K in Q3 2024.
917 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.