Orion Portfolio Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$631K	Buy	12,641 +5,723	+83%	+$281K	0.01%	1296
2024 Q4	$335K	Sell	6,918 -4,863	-41%	-$238K	﹤0.01%	1505
2024 Q3	$581K	Sell	11,781 -276	-2%	-$13.4K	0.01%	1284
2024 Q2	$585K	Buy	+12,057	New	+$580K	0.01%	1222
2023 Q1	–	Sell	-35,837	Closed	-$1.67M	–	1620
2022 Q4	$1.67M	Sell	35,837 -10,642	-23%	-$507K	0.06%	216
2022 Q3	$2.24M	Buy	46,479 +2,443	+6%	+$121K	0.09%	144
2022 Q2	$2.21M	Buy	+44,036	New	+$2.23M	0.09%	148
2020 Q3	–	Sell	-253	Closed	-$13K	–	2016
2020 Q2	$13K	Sell	253 -239	-49%	-$11.9K	﹤0.01%	1115
2020 Q1	$24K	Buy	+492	New	+$24.2K	﹤0.01%	787

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

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

Orion Portfolio Solutions's VTIP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 83% in Q1 2025, buying an estimated $281K and bringing the position to 12,641 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #1296.

Orion Portfolio Solutions first reported a position in VTIP in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.24M in Q3 2022. 787 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

Orion Portfolio Solutions held 12,641 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $631K as of Q1 2025.
Orion Portfolio Solutions bought 5,723 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $281K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1296 holding.
Orion Portfolio Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 9 quarters since.
Orion Portfolio Solutions's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.24M in Q3 2022.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.