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

Integrated Wealth Concepts’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 		$8.82M Sell
176,528
-5,362
-3% -$267K 0.07% 271
2025
Q4 		$9M Buy
181,890
+2,627
+1% +$131K 0.11% 176
2025
Q3 		$9.08M Sell
179,263
-5,655
-3% -$285K 0.08% 234
2025
Q2 		$9.3M Sell
184,918
-893
-0.5% -$44.6K 0.09% 200
2025
Q1 		$9.27M Buy
185,811
+180,948
+3,721% +$8.88M 0.11% 180
2024
Q4 		$235K Sell
4,863
-1,535
-24% -$75K ﹤0.01% 1514
2024
Q3 		$316K Buy
6,398
+14
+0.2% +$682 ﹤0.01% 1309
2024
Q2 		$310K Sell
6,384
-2,615
-29% -$126K ﹤0.01% 1299
2024
Q1 		$431K Sell
8,999
-3,722
-29% -$177K 0.01% 1120
2023
Q4 		$604K Buy
12,721
+991
+8% +$46.9K 0.01% 914
2023
Q3 		$555K Sell
11,730
-31,084
-73% -$1.47M 0.01% 943
2023
Q2 		$2.03M Sell
42,814
-5,874
-12% -$280K 0.03% 456
2023
Q1 		$2.33M Buy
48,688
+6,484
+15% +$305K 0.05% 355
2022
Q4 		$1.97M Buy
42,204
+1,498
+4% +$71.4K 0.05% 319
2022
Q3 		$1.96M Buy
40,706
+10,213
+33% +$506K 0.06% 288
2022
Q2 		$1.53M Buy
+30,493
New +$1.54M 0.05% 336

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

Integrated Wealth Concepts's VTIP Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.9% in Q1 2026, selling an estimated $267K and leaving 176,528 shares worth $8.82M. The position accounts for 0.07% of the portfolio, ranked #271.

Integrated Wealth Concepts first reported a position in VTIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.3M in Q2 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Integrated Wealth Concepts held 176,528 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.82M as of Q1 2026.
  • Integrated Wealth Concepts sold 5,362 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $267K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Integrated Wealth Concepts's portfolio in Q1 2026, its #271 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.3M in Q2 2025.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.