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Perennial Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Perennial Investment Advisors’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 		$339K Buy
6,785
+453
+7% +$22.5K 0.03% 361
2025
Q4 		$313K Buy
6,332
+365
+6% +$18.3K 0.02% 368
2025
Q3 		$302K Sell
5,967
-80
-1% -$4.03K 0.02% 361
2025
Q2 		$304K Buy
6,047
+936
+18% +$46.7K 0.03% 345
2025
Q1 		$255K Buy
+5,111
New +$251K 0.03% 351
2023
Q1 		– Sell
-10,911
Closed -$510K – 376
2022
Q4 		$510K Sell
10,911
-36,946
-77% -$1.76M 0.21% 100
2022
Q3 		$2.3M Sell
47,857
-1,703
-3% -$84.4K 1.04% 24
2022
Q2 		$2.48M Buy
49,560
+646
+1% +$32.7K 0.97% 24
2022
Q1 		$2.5M Sell
48,914
-1,457
-3% -$74.7K 0.79% 26
2021
Q4 		$2.59M Buy
50,371
+604
+1% +$31.4K 0.81% 23
2021
Q3 		$2.62M Sell
49,767
-4,191
-8% -$220K 0.93% 21
2021
Q2 		$2.83M Buy
53,958
+3,287
+6% +$171K 1.03% 19
2021
Q1 		$2.61M Sell
50,671
-8,630
-15% -$444K 1.03% 19
2020
Q4 		$3.03M Sell
59,301
-38,199
-39% -$1.94M 1.3% 13
2020
Q3 		$4.97M Buy
97,500
+56,495
+138% +$2.87M 2.49% 9
2020
Q2 		$2.06M Sell
41,005
-8,206
-17% -$408K 1.39% 14
2020
Q1 		$2.4M Buy
49,211
+39,114
+387% +$1.92M 2.13% 9
2019
Q4 		$498K Buy
+10,097
New +$497K 0.39% 62

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

Perennial Investment Advisors's VTIP Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.2% in Q1 2026, buying an estimated $22.5K and bringing the position to 6,785 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #361.

Perennial Investment Advisors first reported a position in VTIP in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.97M in Q3 2020. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Perennial Investment Advisors held 6,785 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $339K as of Q1 2026.
  • Perennial Investment Advisors bought 453 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $22.5K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #361 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 18 quarters since.
  • Perennial Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.97M in Q3 2020.
  • 913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.