GVAG
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Great Valley Advisor Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Great Valley Advisor Group’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 		$594K Buy
11,899
+6,320
+113% +$314K 0.01% 632
2025
Q4 		$276K Sell
5,579
-91
-2% -$4.55K 0.01% 804
2025
Q3 		$287K Buy
5,670
+616
+12% +$31K 0.01% 776
2025
Q2 		$254K Sell
5,054
-1,916
-27% -$95.7K 0.01% 794
2025
Q1 		$348K Sell
6,970
-536
-7% -$26.3K 0.01% 680
2024
Q4 		$363K Sell
7,506
-421
-5% -$20.6K 0.01% 650
2024
Q3 		$391K Sell
7,927
-19,649
-71% -$957K 0.01% 621
2024
Q2 		$1.34M Sell
27,576
-3,050
-10% -$147K 0.04% 336
2024
Q1 		$1.47M Buy
30,626
+352
+1% +$16.8K 0.04% 313
2023
Q4 		$1.44M Buy
30,274
+16,280
+116% +$771K 0.05% 289
2023
Q3 		$662K Sell
13,994
-12,140
-46% -$574K 0.03% 385
2023
Q2 		$1.24M Buy
26,134
+369
+1% +$17.6K 0.05% 289
2023
Q1 		$1.23M Sell
25,765
-1,742
-6% -$82K 0.06% 280
2022
Q4 		$1.28M Sell
27,507
-2,861
-9% -$136K 0.07% 285
2022
Q3 		$1.46M Sell
30,368
-1,892
-6% -$93.7K 0.08% 241
2022
Q2 		$1.62M Sell
32,260
-1,359
-4% -$68.7K 0.09% 225
2022
Q1 		$1.72M Sell
33,619
-3,543
-10% -$182K 0.1% 209
2021
Q4 		$1.91M Sell
37,162
-2,576
-6% -$134K 0.12% 193
2021
Q3 		$2.09M Buy
39,738
+2,679
+7% +$141K 0.14% 167
2021
Q2 		$1.94M Buy
+37,059
New +$1.93M 0.14% 169

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

Great Valley Advisor Group's VTIP Position: Q1 2026 in Review

Great Valley Advisor Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 113% in Q1 2026, buying an estimated $314K and bringing the position to 11,899 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #632.

Great Valley Advisor Group first reported a position in VTIP in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.09M in Q3 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Great Valley Advisor Group held 11,899 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $594K as of Q1 2026.
  • Great Valley Advisor Group bought 6,320 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $314K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #632 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 20 quarters since.
  • Great Valley Advisor Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.09M in Q3 2021.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.