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

Physician Wealth 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	$306K	Buy	6,126 +592	+11%	+$29.4K	0.04%	145
2025 Q4	$274K	Hold	5,534	–	–	0.04%	151
2025 Q3	$280K	Hold	5,534	–	–	0.04%	150
2025 Q2	$278K	Hold	5,534	–	–	0.04%	145
2025 Q1	$276K	Buy	5,534 +4	+0.1%	+$196	0.05%	145
2024 Q4	$268K	Buy	5,530 +500	+10%	+$24.4K	0.05%	147
2024 Q3	$246K	Hold	5,030	–	–	0.04%	157
2024 Q2	$243K	Buy	5,030 +370	+8%	+$17.8K	0.04%	149
2024 Q1	$223K	Hold	4,660	–	–	0.05%	155
2023 Q4	$222K	Hold	4,660	–	–	0.05%	150
2023 Q3	$219K	Hold	4,660	–	–	0.06%	136
2023 Q2	$219K	Hold	4,660	–	–	0.05%	139
2023 Q1	$222K	Buy	+4,660	New	+$219K	0.06%	140

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Physician Wealth Advisors's VTIP Position: Q1 2026 in Review

Physician Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q1 2026, buying an estimated $29.4K and bringing the position to 6,126 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #145.

Physician Wealth Advisors first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Physician Wealth Advisors held 6,126 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $306K as of Q1 2026.
Physician Wealth Advisors bought 592 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $29.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Physician Wealth Advisors's portfolio in Q1 2026, its #145 holding.
Physician Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.