Valmark Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Valmark Advisers’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	$353M	Buy	7,073,953 +357,681	+5%	+$17.8M	4.2%	5
2025 Q4	$332M	Buy	6,716,272 +314,697	+5%	+$15.7M	4.09%	6
2025 Q3	$324M	Buy	6,401,575 +263,810	+4%	+$13.3M	4.19%	6
2025 Q2	$309M	Buy	6,137,765 +137,896	+2%	+$6.89M	4.29%	6
2025 Q1	$299M	Buy	5,999,869 +195,252	+3%	+$9.58M	4.52%	5
2024 Q4	$281M	Buy	5,804,617 +50,040	+0.9%	+$2.44M	4.35%	6
2024 Q3	$284M	Buy	5,754,577 +129,479	+2%	+$6.31M	4.43%	6
2024 Q2	$273M	Buy	5,625,098 +248,393	+5%	+$11.9M	4.63%	5
2024 Q1	$257M	Buy	5,376,705 +144,623	+3%	+$6.88M	4.48%	6
2023 Q4	$248M	Buy	5,232,082 +114,300	+2%	+$5.41M	4.65%	6
2023 Q3	$242M	Buy	5,117,782 +58,757	+1%	+$2.78M	5.02%	5
2023 Q2	$240M	Buy	5,059,025 +195,093	+4%	+$9.3M	4.88%	5
2023 Q1	$233M	Buy	4,863,932 +145,634	+3%	+$6.86M	5.01%	4
2022 Q4	$220M	Sell	4,718,298 -1,241,841	-21%	-$59.2M	5.09%	4
2022 Q3	$287M	Buy	5,960,139 +210,924	+4%	+$10.4M	5.77%	4
2022 Q2	$288M	Sell	5,749,215 -238,391	-4%	-$12.1M	5.59%	4
2022 Q1	$307M	Sell	5,987,606 -73,500	-1%	-$3.77M	5.4%	5
2021 Q4	$312M	Buy	6,061,106 +191,025	+3%	+$9.94M	5.37%	5
2021 Q3	$309M	Buy	5,870,081 +72,129	+1%	+$3.78M	5.65%	5
2021 Q2	$304M	Buy	5,797,952 +259,861	+5%	+$13.5M	5.56%	5
2021 Q1	$285M	Buy	5,538,091 +103,674	+2%	+$5.33M	5.5%	6
2020 Q4	$278M	Buy	5,434,417 +233,996	+4%	+$11.9M	5.65%	6
2020 Q3	$265M	Buy	5,200,421 +76,800	+1%	+$3.9M	6.03%	3
2020 Q2	$257M	Buy	5,123,621 +18,639	+0.4%	+$926K	6.05%	4
2020 Q1	$249M	Sell	5,104,982 -328,455	-6%	-$16.1M	6.49%	3
2019 Q4	$268M	Buy	5,433,437 +59,308	+1%	+$2.92M	5.81%	6
2019 Q3	$264M	Sell	5,374,129 -56,936	-1%	-$2.81M	5.85%	6
2019 Q2	$268M	Sell	5,431,065 -45,861	-0.8%	-$2.25M	5.88%	5
2019 Q1	$267M	Buy	5,476,926 +4,066,744	+288%	+$196M	5.94%	5
2018 Q4	$67.6M	Sell	1,410,182 -132,921	-9%	-$6.4M	1.62%	19
2018 Q3	$74.6M	Sell	1,543,103 -129	-0%	-$6.3K	1.64%	20
2018 Q2	$75.4M	Sell	1,543,232 -7,723	-0.5%	-$378K	1.67%	20
2018 Q1	$75.9M	Sell	1,550,955 -60,329	-4%	-$2.94M	1.66%	19
2017 Q4	$78.7M	Buy	1,611,284 +65,679	+4%	+$3.25M	1.69%	18
2017 Q3	$76.4M	Buy	+1,545,605	New	+$76.4M	1.79%	17

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Valmark Advisers's VTIP Position: Q1 2026 in Review

Valmark Advisers increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.3% in Q1 2026, buying an estimated $17.8M and bringing the position to 7,073,953 shares worth $353M. The position accounts for 4.2% of the portfolio, ranked #5.

Valmark Advisers first reported a position in VTIP in Q3 2017 and has held it in 35 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Valmark Advisers held 7,073,953 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $353M as of Q1 2026.
Valmark Advisers bought 357,681 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $17.8M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.2% of Valmark Advisers's portfolio in Q1 2026, its #5 holding.
Valmark Advisers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2017 and has held it in 35 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.