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

SVB 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
2025 Q1	–	Sell	-23,501	Closed	-$1.14M	–	1801
2024 Q4	$1.14M	Buy	+23,501	New	+$1.15M	0.02%	295
2024 Q3	–	Sell	-23,497	Closed	-$1.14M	–	609
2024 Q2	$1.14M	Sell	23,497 -345	-1%	-$16.6K	0.03%	296
2024 Q1	$1.14M	Hold	23,842	–	–	0.03%	320
2023 Q4	$1.13M	Buy	23,842 +317	+1%	+$15K	0.03%	315
2023 Q3	$1.11M	Sell	23,525 -71	-0.3%	-$3.35K	0.02%	302
2023 Q2	$1.12M	Sell	23,596 -24,723	-51%	-$1.18M	0.02%	327
2023 Q1	$2.31M	Sell	48,319 -4,737	-9%	-$223K	0.03%	244
2022 Q4	$2.48M	Buy	53,056 +41,529	+360%	+$1.98M	0.03%	237
2022 Q3	$555K	Buy	+11,527	New	+$571K	0.01%	503
2022 Q2	–	Sell	-70	Closed	-$3K	–	858
2022 Q1	$3K	Buy	+70	New	+$3.59K	﹤0.01%	792

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SVB Wealth's VTIP Position: Q1 2025 in Review

SVB Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2025, closing a stake of 23,501 shares — an estimated $1.14M sold.

SVB Wealth first reported a position in VTIP in Q1 2022 and held it in 10 quarters. The position peaked at $2.48M in Q4 2022. 789 funds tracked by Wall St. Rank hold VTIP as of Q1 2025.

SVB Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 23,501 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2025, an estimated $1.14M.
SVB Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 10 quarters.
SVB Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.48M in Q4 2022.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.