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

Private Wealth Management Group’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	$3.35M	Sell	67,065 -3,771	-5%	-$188K	0.88%	21
2025 Q4	$3.5M	Buy	70,836 +651	+0.9%	+$32.6K	0.94%	21
2025 Q3	$3.55M	Buy	70,185 +541	+0.8%	+$27.2K	0.98%	22
2025 Q2	$3.5M	Buy	69,644 +1,458	+2%	+$72.8K	1.16%	21
2025 Q1	$3.4M	Sell	68,186 -4,138	-6%	-$203K	1.26%	19
2024 Q4	$3.5M	Buy	72,324 +978	+1%	+$47.8K	1.34%	19
2024 Q3	$3.52M	Sell	71,346 -45	-0.1%	-$2.19K	1.39%	17
2024 Q2	$3.47M	Sell	71,391 -2,743	-4%	-$132K	1.5%	16
2024 Q1	$3.55M	Sell	74,134 -16,020	-18%	-$763K	1.61%	14
2023 Q4	$4.28M	Buy	+90,154	New	+$4.27M	2.1%	13

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 Management Group's VTIP Position: Q1 2026 in Review

Private Wealth Management Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.3% in Q1 2026, selling an estimated $188K and leaving 67,065 shares worth $3.35M. The position accounts for 0.88% of the portfolio, ranked #21.

Private Wealth Management Group first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.28M in Q4 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Private Wealth Management Group held 67,065 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.35M as of Q1 2026.
Private Wealth Management Group sold 3,771 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $188K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.88% of Private Wealth Management Group's portfolio in Q1 2026, its #21 holding.
Private Wealth Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.28M in Q4 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.