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

Sagace Wealth 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	$3.31M	Buy	66,349 +1,056	+2%	+$52.5K	2.22%	17
2025 Q4	$3.23M	Buy	65,293 +1,148	+2%	+$57.4K	2.19%	17
2025 Q3	$3.25M	Buy	64,145 +45,594	+246%	+$2.29M	2.21%	17
2025 Q2	$933K	Buy	18,551 +7,136	+63%	+$356K	0.7%	36
2025 Q1	$570K	Hold	11,415	–	–	0.43%	43
2024 Q4	$553K	Sell	11,415 -4,703	-29%	-$230K	0.41%	46
2024 Q3	$789K	Buy	16,118 +625	+4%	+$30.4K	0.61%	37
2024 Q2	$748K	Buy	+15,493	New	+$745K	0.73%	36

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

Sagace Wealth Management's VTIP Position: Q1 2026 in Review

Sagace Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.6% in Q1 2026, buying an estimated $52.5K and bringing the position to 66,349 shares worth $3.31M. The position accounts for 2.22% of the portfolio, ranked #17.

Sagace Wealth Management first reported a position in VTIP in Q2 2024 and has held it in 8 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Sagace Wealth Management held 66,349 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.31M as of Q1 2026.
Sagace Wealth Management bought 1,056 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $52.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.22% of Sagace Wealth Management's portfolio in Q1 2026, its #17 holding.
Sagace Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 8 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.