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

Waldron 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	–	Sell	-9,213	Closed	-$456K	–	354
2025 Q4	$456K	Hold	9,213	–	–	0.02%	219
2025 Q3	$466K	Buy	+9,213	New	+$464K	0.02%	209
2024 Q3	–	Sell	-4,363	Closed	-$212K	–	505
2024 Q2	$212K	Hold	4,363	–	–	0.01%	385
2024 Q1	$209K	Hold	4,363	–	–	0.01%	390
2023 Q4	$207K	Hold	4,363	–	–	0.01%	389
2023 Q3	$206K	Sell	4,363 -2,391	-35%	-$113K	0.01%	353
2023 Q2	$320K	Hold	6,754	–	–	0.02%	279
2023 Q1	$323K	Sell	6,754 -16,142	-71%	-$760K	0.02%	314
2022 Q4	$1.1M	Hold	22,896	–	–	0.07%	146
2022 Q3	$1.1M	Sell	22,896 -448,582	-95%	-$22.2M	0.07%	146
2022 Q2	$23.6M	Sell	471,478 -118,541	-20%	-$6M	1.33%	17
2022 Q1	$30.2M	Buy	590,019 +3,200	+0.5%	+$164K	1.55%	13
2021 Q4	$30.2M	Buy	586,819 +12,699	+2%	+$661K	1.49%	14
2021 Q3	$30.2M	Buy	+574,120	New	+$30.1M	1.76%	15

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

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

Waldron Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 9,213 shares — an estimated $456K sold.

Waldron Private Wealth first reported a position in VTIP in Q3 2021 and held it in 14 quarters. The position peaked at $30.2M in Q1 2022. 913 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Waldron Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Waldron Private Wealth sold 9,213 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $456K.
Waldron Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and held it in 14 quarters.
Waldron Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $30.2M in Q1 2022.
913 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.