NWAM LLC’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

NWAM LLC’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 Q2	$243K	Sell	4,838 -2,177	-31%	-$109K	0.01%	623
2026 Q1	$350K	Buy	+7,015	New	+$349K	0.02%	472
2025 Q1	–	Sell	-16,072	Closed	-$778K	–	610
2024 Q4	$778K	Buy	16,072 +2,308	+17%	+$113K	0.05%	303
2024 Q3	$679K	Buy	+13,764	New	+$670K	0.04%	328
2022 Q3	–	Sell	-12,320	Closed	-$612K	–	540
2022 Q2	$612K	Buy	+12,320	New	+$623K	0.06%	267
2022 Q1	–	Sell	-58,657	Closed	-$3.02M	–	571
2021 Q4	$3.02M	Sell	58,657 -656	-1%	-$34.1K	0.24%	105
2021 Q3	$3.12M	Sell	59,313 -1,918	-3%	-$101K	0.28%	84
2021 Q2	$3.21M	Sell	61,231 -635	-1%	-$33.1K	0.3%	84
2021 Q1	$3.19M	Sell	61,866 -13,233	-18%	-$680K	0.32%	78
2020 Q4	$3.84M	Sell	75,099 -3,440	-4%	-$175K	0.44%	57
2020 Q3	$4.01M	Buy	+78,539	New	+$3.98M	0.66%	43
2019 Q4	$311K	Sell	6,319 -2,919	-32%	-$144K	0.05%	297
2019 Q3	$453K	Buy	9,238 +2,041	+28%	+$101K	0.08%	220
2019 Q2	$355K	Buy	7,197 +903	+14%	+$44.2K	0.07%	252
2019 Q1	$306K	Buy	+6,294	New	+$304K	0.07%	265

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

NWAM LLC's VTIP Position: Q2 2026 in Review

NWAM LLC reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 31% in Q2 2026, selling an estimated $109K and leaving 4,838 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #623.

NWAM LLC first reported a position in VTIP in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.01M in Q3 2020. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

NWAM LLC held 4,838 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $243K as of Q2 2026.
NWAM LLC sold 2,177 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $109K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #623 holding.
NWAM LLC first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 15 quarters since.
NWAM LLC's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.01M in Q3 2020.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.