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

Principal Securities’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 		$10.1M Buy
202,877
+8,026
+4% +$399K 0.15% 133
2025
Q4 		$9.64M Buy
194,851
+9,883
+5% +$494K 0.15% 133
2025
Q3 		$9.36M Buy
184,968
+7,056
+4% +$355K 0.15% 124
2025
Q2 		$8.94M Buy
177,912
+166,130
+1,410% +$8.3M 0.17% 117
2025
Q1 		$570K Hold
11,782
– – 0.01% 727
2024
Q4 		$570K Sell
11,782
-4,520
-28% -$221K 0.01% 724
2024
Q3 		$804K Sell
16,302
-15,080
-48% -$734K 0.02% 607
2024
Q2 		$1.52M Sell
31,382
-34,032
-52% -$1.64M 0.04% 372
2024
Q1 		$3.13M Buy
65,414
+7,130
+12% +$339K 0.1% 201
2023
Q4 		$2.77M Buy
+58,284
New +$2.76M 0.1% 189

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $5.75B AUM 21.14% 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