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Sowell Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sowell Financial Services’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 		$427K Buy
8,555
+1,513
+21% +$75.2K 0.02% 697
2025
Q4 		$348K Buy
7,042
+667
+10% +$33.4K 0.01% 763
2025
Q3 		$323K Buy
6,375
+65
+1% +$3.27K 0.01% 784
2025
Q2 		$317K Sell
6,310
-186
-3% -$9.29K 0.01% 761
2025
Q1 		$324K Buy
+6,496
New +$319K 0.01% 730
2024
Q4 		– Sell
-10,390
Closed -$512K – 613
2024
Q3 		$512K Sell
10,390
-2,606
-20% -$127K 0.02% 437
2024
Q2 		$631K Sell
12,996
-9,058
-41% -$436K 0.03% 405
2024
Q1 		$1.06M Sell
22,054
-33,810
-61% -$1.61M 0.05% 336
2023
Q4 		$2.65M Sell
55,864
-31,341
-36% -$1.48M 0.14% 165
2023
Q3 		$4.12M Buy
87,205
+5,337
+7% +$252K 0.26% 103
2023
Q2 		$3.88M Buy
81,868
+18,670
+30% +$890K 0.22% 110
2023
Q1 		$3.02M Sell
63,198
-55,534
-47% -$2.61M 0.23% 104
2022
Q4 		$5.55M Buy
118,732
+37,379
+46% +$1.78M 0.36% 63
2022
Q3 		$3.91M Buy
81,353
+17,229
+27% +$854K 0.39% 66
2022
Q2 		$3.21M Buy
64,124
+50,434
+368% +$2.55M 0.3% 77
2022
Q1 		$701K Sell
13,690
-19,143
-58% -$982K 0.12% 114
2021
Q4 		$1.69M Sell
32,833
-24,927
-43% -$1.3M 0.1% 233
2021
Q3 		$3.04M Sell
57,760
-517
-0.9% -$27.1K 0.21% 121
2021
Q2 		$3.05M Sell
58,277
-288,750
-83% -$15M 0.2% 130
2021
Q1 		$18.1M Buy
347,027
+43,253
+14% +$2.22M 0.63% 30
2020
Q4 		$15.5M Buy
303,774
+43,544
+17% +$2.22M 0.66% 28
2020
Q3 		$13.3M Buy
260,230
+36,038
+16% +$1.83M 0.66% 34
2020
Q2 		$11.2M Buy
224,192
+113,615
+103% +$5.65M 0.62% 35
2020
Q1 		$5.39M Buy
110,577
+108,367
+4,903% +$5.32M 0.4% 58
2019
Q4 		$109K Buy
2,210
+2,195
+14,633% +$108K 0.01% 895
2019
Q3 		$1K Buy
+15
New +$741 ﹤0.01% 2319
2017
Q4 		– Sell
-4,511
Closed -$223K – 278
2017
Q3 		$223K Buy
+4,511
New +$223K 0.06% 226

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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

Sowell Financial Services's VTIP Position: Q1 2026 in Review

Sowell Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 21% in Q1 2026, buying an estimated $75.2K and bringing the position to 8,555 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #697.

Sowell Financial Services first reported a position in VTIP in Q3 2017 and has held it in 27 quarters since. The position peaked at $18.1M in Q1 2021. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Sowell Financial Services held 8,555 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $427K as of Q1 2026.
  • Sowell Financial Services bought 1,513 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $75.2K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Sowell Financial Services's portfolio in Q1 2026, its #697 holding.
  • Sowell Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2017 and has held it in 27 quarters since.
  • Sowell Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18.1M in Q1 2021.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.