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

Strategic 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 		$1.82M Buy
36,569
+21,839
+148% +$1.09M 0.13% 84
2025
Q4 		$729K Buy
14,730
+1,486
+11% +$74.3K 0.06% 125
2025
Q3 		$672K Buy
13,244
+921
+7% +$46.4K 0.06% 130
2025
Q2 		$619K Buy
12,323
+1,089
+10% +$54.4K 0.06% 138
2025
Q1 		$561K Buy
11,234
+1,386
+14% +$68K 0.06% 151
2024
Q4 		$477K Buy
9,848
+1,099
+13% +$53.7K 0.05% 175
2024
Q3 		$431K Buy
8,749
+769
+10% +$37.4K 0.05% 191
2024
Q2 		$387K Buy
7,980
+662
+9% +$31.8K 0.05% 192
2024
Q1 		$350K Buy
7,318
+433
+6% +$20.6K 0.05% 200
2023
Q4 		$327K Buy
6,885
+42
+0.6% +$1.99K 0.05% 193
2023
Q3 		$324K Sell
6,843
-6,195
-48% -$293K 0.05% 197
2023
Q2 		$618K Buy
13,038
+6,710
+106% +$320K 0.09% 119
2023
Q1 		$303K Buy
6,328
+188
+3% +$8.85K 0.05% 199
2022
Q4 		$287K Buy
6,140
+1,783
+41% +$85K 0.06% 194
2022
Q3 		$210K Sell
4,357
-10,036
-70% -$497K 0.05% 168
2022
Q2 		$721K Sell
14,393
-552
-4% -$27.9K 0.14% 113
2022
Q1 		$765K Sell
14,945
-1,206
-7% -$61.9K 0.14% 124
2021
Q4 		$830K Buy
16,151
+326
+2% +$17K 0.16% 124
2021
Q3 		$832K Sell
15,825
-71
-0.4% -$3.72K 0.18% 118
2021
Q2 		$833K Buy
15,896
+582
+4% +$30.3K 0.19% 114
2021
Q1 		$789K Sell
15,314
-28
-0.2% -$1.44K 0.2% 94
2020
Q4 		$784K Buy
15,342
+9,848
+179% +$501K 0.23% 87
2020
Q3 		$280K Sell
5,494
-665
-11% -$33.7K 0.09% 148
2020
Q2 		$309K Buy
6,159
+731
+13% +$36.3K 0.12% 128
2020
Q1 		$264K Buy
5,428
+543
+11% +$26.7K 0.12% 129
2019
Q4 		$241K Buy
+4,885
New +$241K 0.1% 152

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

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

Strategic Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 148% in Q1 2026, buying an estimated $1.09M and bringing the position to 36,569 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #84.

Strategic Investment Advisors first reported a position in VTIP in Q4 2019 and has held it in 26 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Strategic Investment Advisors held 36,569 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.82M as of Q1 2026.
  • Strategic Investment Advisors bought 21,839 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.09M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Strategic Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 26 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.