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

Opes 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 		$10.9M Buy
218,070
+22,040
+11% +$1.1M 1.79% 16
2025
Q4 		$9.7M Buy
+196,030
New +$9.8M 1.58% 20

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Opes Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q1 2026, buying an estimated $1.1M and bringing the position to 218,070 shares worth $10.9M. The position accounts for 1.79% of the portfolio, ranked #16.

Opes Wealth Management first reported a position in VTIP in Q4 2025 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Opes Wealth Management held 218,070 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.9M as of Q1 2026.
  • Opes Wealth Management bought 22,040 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.1M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.79% of Opes Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Opes Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 917 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.