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

Surience Private Wealth’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	$548K	Buy	+10,974	New	+$546K	0.59%	34
2025 Q3	–	Sell	-60,965	Closed	-$3.06M	–	43
2025 Q2	$3.06M	Buy	+60,965	New	+$3.04M	2.88%	13
2025 Q1	–	Sell	-56,598	Closed	-$2.74M	–	36
2024 Q4	$2.74M	Buy	+56,598	New	+$2.77M	3.54%	15
2023 Q3	–	Sell	-10,379	Closed	-$492K	–	35
2023 Q2	$492K	Sell	10,379 -65,225	-86%	-$3.11M	0.7%	19
2023 Q1	$3.62M	Sell	75,604 -30,391	-29%	-$1.43M	5.33%	5
2022 Q4	$4.95M	Buy	105,995 +10,142	+11%	+$483K	6.57%	4
2022 Q3	$4.61M	Buy	95,853 +86,332	+907%	+$4.28M	11.84%	2
2022 Q2	$477K	Hold	9,521	–	–	0.72%	8
2022 Q1	$488K	Buy	+9,521	New	+$488K	0.43%	18

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

Surience Private Wealth's VTIP Position: Q1 2026 in Review

Surience Private Wealth opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026: 10,974 shares worth $548K. The stake represents 0.59% of the portfolio and ranks #34 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in VTIP as recently as Q2 2025.

Surience Private Wealth first reported a position in VTIP in Q1 2022 and has held it in 9 quarters since. The position peaked at $4.95M in Q4 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Surience Private Wealth held 10,974 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $548K as of Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Surience Private Wealth position in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.59% of Surience Private Wealth's portfolio in Q1 2026, its #34 holding.
Surience Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 9 quarters since.
Surience Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.95M in Q4 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.