Red Wave Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Red Wave Investments’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	$300K	Hold	5,997	–	–	0.09%	87
2025 Q4	$297K	Hold	5,997	–	–	0.09%	81
2025 Q3	$304K	Hold	5,997	–	–	0.09%	83
2025 Q2	$301K	Hold	5,997	–	–	0.1%	81
2025 Q1	$299K	Hold	5,997	–	–	0.11%	79
2024 Q4	$290K	Hold	5,997	–	–	0.1%	77
2024 Q3	$296K	Hold	5,997	–	–	0.1%	76
2024 Q2	$291K	Hold	5,997	–	–	0.11%	77
2024 Q1	$287K	Hold	5,997	–	–	0.11%	82
2023 Q4	$285K	Sell	5,997 -7,877	-57%	-$373K	0.11%	79
2023 Q3	$656K	Hold	13,874	–	–	0.28%	50
2023 Q2	$658K	Buy	13,874 +5,984	+76%	+$285K	0.27%	51
2023 Q1	$377K	Hold	7,890	–	–	0.16%	63
2022 Q4	$369K	Sell	7,890 -713	-8%	-$34K	0.16%	63
2022 Q3	$414K	Hold	8,603	–	–	0.18%	62
2022 Q2	$431K	Buy	8,603 +726	+9%	+$36.7K	0.18%	64
2022 Q1	$403K	Hold	7,877	–	–	0.14%	72
2021 Q4	$405K	Hold	7,877	–	–	0.14%	62
2021 Q3	$414K	Hold	7,877	–	–	0.15%	58
2021 Q2	$413K	Hold	7,877	–	–	0.15%	56
2021 Q1	$406K	Hold	7,877	–	–	0.17%	55
2020 Q4	$403K	Buy	+7,877	New	+$401K	0.18%	47

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

Red Wave Investments's VTIP Position: Q1 2026 in Review

Red Wave Investments held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 5,997 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #87.

Red Wave Investments first reported a position in VTIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $658K in Q2 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Red Wave Investments held 5,997 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $300K as of Q1 2026.
Red Wave Investments left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of Red Wave Investments's portfolio in Q1 2026, its #87 holding.
Red Wave Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 22 quarters since.
Red Wave Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $658K in Q2 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.