RIA
VTIP icon

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

Regal Investment 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 		$2.33M Sell
46,577
-11,709
-20% -$582K 0.13% 181
2025
Q4 		$2.88M Sell
58,286
-27,792
-32% -$1.39M 0.17% 143
2025
Q3 		$4.36M Buy
86,078
+65,413
+317% +$3.29M 0.28% 91
2025
Q2 		$1.04M Sell
20,665
-237
-1% -$11.8K 0.08% 227
2025
Q1 		$1.04M Buy
20,902
+13,812
+195% +$678K 0.08% 214
2024
Q4 		$343K Buy
+7,090
New +$346K 0.03% 384
2024
Q3 		– Sell
-4,808
Closed -$233K – 583
2024
Q2 		$233K Sell
4,808
-23
-0.5% -$1.11K 0.02% 507
2024
Q1 		$231K Buy
4,831
+131
+3% +$6.24K 0.02% 516
2023
Q4 		$223K Buy
4,700
+364
+8% +$17.2K 0.02% 488
2023
Q3 		$205K Sell
4,336
-775
-15% -$36.6K 0.02% 466
2023
Q2 		$242K Sell
5,111
-314
-6% -$15K 0.02% 440
2023
Q1 		$259K Sell
5,425
-925
-15% -$43.6K 0.02% 429
2022
Q4 		$297K Sell
6,350
-17,168
-73% -$818K 0.03% 380
2022
Q3 		$1.13M Sell
23,518
-9,845
-30% -$488K 0.12% 167
2022
Q2 		$1.67M Buy
33,363
+8,512
+34% +$431K 0.17% 127
2022
Q1 		$1.27M Buy
24,851
+385
+2% +$19.7K 0.12% 175
2021
Q4 		$1.26M Buy
24,466
+1,909
+8% +$99.4K 0.11% 199
2021
Q3 		$1.19M Buy
22,557
+2,080
+10% +$109K 0.12% 192
2021
Q2 		$1.07M Buy
+20,477
New +$1.07M 0.11% 200
2021
Q1 		– Sell
-12,288
Closed -$628K – 425
2020
Q4 		$628K Buy
+12,288
New +$625K 0.07% 249
2020
Q3 		– Sell
-10,696
Closed -$537K – 296
2020
Q2 		$537K Buy
+10,696
New +$532K 0.1% 175
2020
Q1 		– Sell
-26,974
Closed -$1.33M – 307
2019
Q4 		$1.33M Buy
26,974
+3,961
+17% +$195K 0.24% 119
2019
Q3 		$1.13M Buy
23,013
+765
+3% +$37.8K 0.22% 127
2019
Q2 		$1.1M Buy
22,248
+713
+3% +$34.9K 0.21% 128
2019
Q1 		$1.05M Sell
21,535
-462
-2% -$22.3K 0.21% 126
2018
Q4 		$1.05M Sell
21,997
-2,211
-9% -$106K 0.23% 121
2018
Q3 		$1.17M Buy
24,208
+9,831
+68% +$480K 0.25% 120
2018
Q2 		$702K Sell
14,377
-12,507
-47% -$612K 0.21% 135
2018
Q1 		$1.31M Buy
26,884
+3,526
+15% +$172K 0.29% 107
2017
Q4 		$1.14M Buy
23,358
+2,339
+11% +$116K 0.25% 111
2017
Q3 		$1.04M Buy
21,019
+1,173
+6% +$58K 0.24% 116
2017
Q2 		$977K Buy
19,846
+2,701
+16% +$133K 0.24% 115
2017
Q1 		$848K Sell
17,145
-3,395
-17% -$167K 0.22% 120
2016
Q4 		$1.01M Sell
20,540
-1,211
-6% -$59.8K 0.28% 107
2016
Q3 		$1.08M Buy
21,751
+532
+3% +$26.3K 0.31% 98
2016
Q2 		$1.05M Sell
21,219
-2,580
-11% -$127K 0.29% 103
2016
Q1 		$1.17M Sell
23,799
-319
-1% -$15.5K 0.32% 90
2015
Q4 		$1.17M Sell
24,118
-3,761
-13% -$182K 0.3% 95
2015
Q3 		$1.35M Sell
27,879
-868
-3% -$42K 0.35% 86
2015
Q2 		$1.4M Sell
28,747
-1,165
-4% -$56.7K 0.38% 85
2015
Q1 		$1.45M Sell
29,912
-15,558
-34% -$754K 0.36% 85
2014
Q4 		$2.19M Sell
45,470
-1,472
-3% -$72.4K 0.59% 60
2014
Q3 		$2.32M Sell
46,942
-504
-1% -$25.1K 0.7% 48
2014
Q2 		$2.38M Sell
47,446
-3,070
-6% -$153K 0.85% 31
2014
Q1 		$2.49M Buy
50,516
+1,781
+4% +$88K 1.06% 16
2013
Q4 		$2.4M Sell
48,735
-1,004
-2% -$49.7K 1.38% 9
2013
Q3 		$2.46M Buy
49,739
+49,709
+165,697% +$2.45M 1.44% 6
2013
Q2 		$1K Buy
+30
New +$1.49K ﹤0.01% 861

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $6.85B AUM 30.02% 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

Regal Investment Advisors's VTIP Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 20% in Q1 2026, selling an estimated $582K and leaving 46,577 shares worth $2.33M. The position accounts for 0.13% of the portfolio, ranked #181.

Regal Investment Advisors first reported a position in VTIP in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.36M in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Regal Investment Advisors held 46,577 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.33M as of Q1 2026.
  • Regal Investment Advisors sold 11,709 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $582K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Regal Investment Advisors's portfolio in Q1 2026, its #181 holding.
  • Regal Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.36M 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 Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.