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

Soltis 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	$211K	Sell	4,223 -3	-0.1%	-$149	0.01%	535
2025 Q4	$209K	Sell	4,226 -16	-0.4%	-$800	0.01%	500
2025 Q3	$215K	Sell	4,242 -456	-10%	-$23K	0.01%	446
2025 Q2	$236K	Buy	4,698 +237	+5%	+$11.8K	0.02%	357
2025 Q1	$223K	Buy	4,461 +14	+0.3%	+$687	0.02%	336
2024 Q4	$215K	Sell	4,447 -87	-2%	-$4.25K	0.02%	345
2024 Q3	$224K	Buy	4,534 +86	+2%	+$4.19K	0.02%	330
2024 Q2	$216K	Hold	4,448	–	–	0.02%	298
2024 Q1	$213K	Sell	4,448 -182	-4%	-$8.66K	0.02%	280
2023 Q4	$220K	Buy	4,630 +110	+2%	+$5.21K	0.02%	264
2023 Q3	$214K	Sell	4,520 -6	-0.1%	-$284	0.03%	250
2023 Q2	$215K	Sell	4,526 -23	-0.5%	-$1.1K	0.02%	244
2023 Q1	$218K	Sell	4,549 -3,343	-42%	-$157K	0.03%	239
2022 Q4	$369K	Sell	7,892 -183,580	-96%	-$8.75M	0.05%	186
2022 Q3	$9.21M	Sell	191,472 -7,410	-4%	-$367K	1.39%	15
2022 Q2	$9.97M	Buy	+198,882	New	+$10.1M	1.45%	15

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

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

Soltis Investment Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.07% in Q1 2026, selling an estimated $149 and leaving 4,223 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #535.

Soltis Investment Advisors first reported a position in VTIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.97M in Q2 2022. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Soltis Investment Advisors held 4,223 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $211K as of Q1 2026.
Soltis Investment Advisors sold 3 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $149.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #535 holding.
Soltis Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 16 quarters since.
Soltis Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.97M in Q2 2022.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.