GWM
VTIP icon

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

Grand Wealth 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 		$201K Sell
4,019
-1,379
-26% -$68.6K 0.09% 50
2025
Q4 		$267K Buy
5,398
+35
+0.7% +$1.75K 0.12% 36
2025
Q3 		$272K Sell
5,363
-90
-2% -$4.53K 0.13% 36
2025
Q2 		$274K Sell
5,453
-1,039
-16% -$51.9K 0.14% 32
2025
Q1 		$324K Buy
6,492
+172
+3% +$8.44K 0.18% 27
2024
Q4 		$306K Buy
6,320
+99
+2% +$4.84K 0.17% 28
2024
Q3 		$307K Sell
6,221
-22
-0.4% -$1.07K 0.17% 28
2024
Q2 		$303K Sell
6,243
-50
-0.8% -$2.4K 0.18% 28
2024
Q1 		$301K Sell
6,293
-6,521
-51% -$310K 0.14% 36
2023
Q4 		$609K Sell
12,814
-1,342
-9% -$63.6K 0.33% 26
2023
Q3 		$669K Sell
14,156
-614
-4% -$29K 0.41% 26
2023
Q2 		$700K Sell
14,770
-3,959
-21% -$189K 0.42% 26
2023
Q1 		$896K Sell
18,729
-845
-4% -$39.8K 0.54% 23
2022
Q4 		$914K Sell
19,574
-177,489
-90% -$8.46M 0.57% 21
2022
Q3 		$9.48M Sell
197,063
-32,841
-14% -$1.63M 4.98% 6
2022
Q2 		$11.5M Sell
229,904
-3,763
-2% -$190K 5.86% 5
2022
Q1 		$12M Sell
233,667
-3,169
-1% -$163K 5.59% 5
2021
Q4 		$12.2M Buy
+236,836
New +$12.3M 5.46% 5

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Grand Wealth Management's VTIP Position: Q1 2026 in Review

Grand Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 26% in Q1 2026, selling an estimated $68.6K and leaving 4,019 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #50.

Grand Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.2M in Q4 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Grand Wealth Management held 4,019 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $201K as of Q1 2026.
  • Grand Wealth Management sold 1,379 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $68.6K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of Grand Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Grand Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Grand Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.2M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.