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

Private Wealth Asset 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	$13.1M	Sell	261,610 -33,516	-11%	-$1.67M	1.4%	14
2025 Q4	$14.6M	Sell	295,126 -29,934	-9%	-$1.5M	1.59%	11
2025 Q3	$16.5M	Buy	325,060 +26,668	+9%	+$1.34M	1.94%	9
2025 Q2	$15M	Buy	298,392 +22,976	+8%	+$1.15M	1.99%	9
2025 Q1	$13.7M	Buy	+275,416	New	+$13.5M	1.98%	11

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

Private Wealth Asset Management's VTIP Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q1 2026, selling an estimated $1.67M and leaving 261,610 shares worth $13.1M. The position accounts for 1.4% of the portfolio, ranked #14.

Private Wealth Asset Management first reported a position in VTIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.5M in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Private Wealth Asset Management held 261,610 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13.1M as of Q1 2026.
Private Wealth Asset Management sold 33,516 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.67M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.4% of Private Wealth Asset Management's portfolio in Q1 2026, its #14 holding.
Private Wealth Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.5M in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.