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

Visionary Wealth Advisors’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	$1.54M	Sell	30,890 -5,117	-14%	-$254K	0.07%	220
2025 Q4	$1.78M	Sell	36,007 -9,058	-20%	-$453K	0.08%	209
2025 Q3	$2.28M	Sell	45,065 -3,884	-8%	-$195K	0.11%	182
2025 Q2	$2.46M	Sell	48,949 -21,179	-30%	-$1.06M	0.13%	171
2025 Q1	$3.5M	Sell	70,128 -4,170	-6%	-$205K	0.21%	123
2024 Q4	$3.6M	Buy	74,298 +12,174	+20%	+$595K	0.21%	119
2024 Q3	$3.06M	Buy	62,124 +17,283	+39%	+$842K	0.19%	125
2024 Q2	$2.18M	Buy	+44,841	New	+$2.16M	0.14%	157
2024 Q1	–	Sell	-7,385	Closed	-$351K	–	509
2023 Q4	$351K	Sell	7,385 -4,676	-39%	-$222K	0.03%	368
2023 Q3	$570K	Sell	12,061 -11	-0.1%	-$520	0.05%	278
2023 Q2	$572K	Sell	12,072 -2,997	-20%	-$143K	0.05%	271
2023 Q1	$721K	Buy	15,069 +10,659	+242%	+$502K	0.06%	234
2022 Q4	$206K	Sell	4,410 -250,388	-98%	-$11.9M	0.02%	389
2022 Q3	$12.3M	Sell	254,798 -4,838	-2%	-$240K	1.27%	15
2022 Q2	$13M	Buy	259,636 +249,486	+2,458%	+$12.6M	1.17%	17
2022 Q1	$520K	Buy	10,150 +2,533	+33%	+$130K	0.04%	247
2021 Q4	$392K	Buy	+7,617	New	+$396K	0.03%	259

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

Visionary Wealth Advisors's VTIP Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q1 2026, selling an estimated $254K and leaving 30,890 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #220.

Visionary Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 17 quarters since. The position peaked at $13M in Q2 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Visionary Wealth Advisors held 30,890 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.54M as of Q1 2026.
Visionary Wealth Advisors sold 5,117 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $254K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Visionary Wealth Advisors's portfolio in Q1 2026, its #220 holding.
Visionary Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 17 quarters since.
Visionary Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13M in Q2 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.