UBS AM’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

UBS AM’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 Q2	–	Sell	-127	Closed	-$6.34K	–	3880
2026 Q1	$6.34K	Buy	+127	New	+$6.32K	﹤0.01%	3410
2023 Q3	–	Sell	-176,491	Closed	-$8.44M	–	2688
2023 Q2	$8.44M	Hold	176,491	–	–	﹤0.01%	1031
2023 Q1	$8.44M	Buy	+176,491	New	+$8.31M	﹤0.01%	1031
2019 Q4	–	Sell	-21,413	Closed	-$1.05M	–	2860
2019 Q3	$1.05M	Buy	21,413 +881	+4%	+$43.5K	﹤0.01%	1921
2019 Q2	$1.01M	Buy	20,532 +443	+2%	+$21.7K	﹤0.01%	1878
2019 Q1	$978K	Buy	20,089 +8,901	+80%	+$430K	﹤0.01%	1836
2018 Q4	$536K	Buy	+11,188	New	+$538K	﹤0.01%	1961
2014 Q4	–	Hold	0	–	–	–	1206

Other funds holding VTIP

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

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

UBS AM's VTIP Position: Q2 2026 in Review

UBS AM sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 127 shares — an estimated $6.34K sold.

UBS AM first reported a position in VTIP in Q4 2018 and held it in 7 quarters. The position peaked at $8.44M in Q2 2023. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

UBS AM reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
UBS AM sold 127 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $6.34K.
UBS AM first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 7 quarters.
UBS AM's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.44M in Q2 2023.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.