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

Stratos Investment 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	$30.4M	Buy	608,256 +28,971	+5%	+$1.44M	1.22%	21
2025 Q4	$28.7M	Buy	579,285 +32,708	+6%	+$1.64M	1.15%	24
2025 Q3	$27.7M	Buy	546,577 +16,674	+3%	+$839K	1.14%	25
2025 Q2	$26.6M	Buy	529,903 +1,380	+0.3%	+$68.9K	1.22%	22
2025 Q1	$26.4M	Buy	528,523 +23,907	+5%	+$1.17M	1.41%	18
2024 Q4	$24.4M	Buy	504,616 +140,108	+38%	+$6.84M	1.47%	18
2024 Q3	$18M	Buy	364,508 +54,958	+18%	+$2.68M	1.25%	26
2024 Q2	$15M	Buy	309,550 +40,870	+15%	+$1.97M	1.24%	24
2024 Q1	$12.9M	Buy	268,680 +10,949	+4%	+$521K	1.26%	23
2023 Q4	$12.2M	Buy	257,731 +17,868	+7%	+$846K	1.45%	22
2023 Q3	$11.3M	Buy	239,863 +10,586	+5%	+$500K	1.7%	19
2023 Q2	$10.9M	Buy	229,277 +11,235	+5%	+$536K	1.67%	18
2023 Q1	$10.4M	Buy	218,042 +18,021	+9%	+$849K	1.75%	18
2022 Q4	$9.34M	Buy	200,021 +6,712	+3%	+$320K	1.67%	17
2022 Q3	$9.3M	Buy	193,309 +10,993	+6%	+$545K	1.88%	14
2022 Q2	$9.14M	Buy	182,316 +15,132	+9%	+$765K	1.73%	17
2022 Q1	$8.56M	Buy	167,184 +25,263	+18%	+$1.3M	1.42%	23
2021 Q4	$7.29M	Buy	141,921 +49,326	+53%	+$2.57M	1.15%	29
2021 Q3	$4.87M	Buy	92,595 +39,866	+76%	+$2.09M	0.85%	36
2021 Q2	$2.76M	Buy	52,729 +11,059	+27%	+$576K	0.76%	44
2021 Q1	$2.15M	Buy	41,670 +3,740	+10%	+$192K	0.68%	51
2020 Q4	$1.94M	Sell	37,930 -444	-1%	-$22.6K	0.61%	53
2020 Q3	$1.96M	Buy	38,374 +106	+0.3%	+$5.38K	0.71%	43
2020 Q2	$1.92M	Buy	38,268 +478	+1%	+$23.8K	0.81%	38
2020 Q1	$1.84M	Buy	37,790 +8,267	+28%	+$406K	0.98%	29
2019 Q4	$1.46M	Buy	29,523 +55	+0.2%	+$2.71K	0.67%	40
2019 Q3	$1.45M	Buy	29,468 +1,899	+7%	+$93.8K	0.82%	34
2019 Q2	$1.36M	Buy	27,569 +4,232	+18%	+$207K	0.86%	29
2019 Q1	$1.14M	Buy	+23,337	New	+$1.13M	0.9%	29

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

Stratos Investment Management's VTIP Position: Q1 2026 in Review

Stratos Investment Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5% in Q1 2026, buying an estimated $1.44M and bringing the position to 608,256 shares worth $30.4M. The position accounts for 1.22% of the portfolio, ranked #21.

Stratos Investment Management first reported a position in VTIP in Q1 2019 and has held it in 29 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Stratos Investment Management held 608,256 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $30.4M as of Q1 2026.
Stratos Investment Management bought 28,971 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.44M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.22% of Stratos Investment Management's portfolio in Q1 2026, its #21 holding.
Stratos Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 29 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.