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

Waverly 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 		$3.67M Buy
73,527
+40,823
+125% +$2.03M 0.03% 488
2025
Q4 		$1.62M Buy
32,704
+378
+1% +$18.9K 0.01% 635
2025
Q3 		$1.64M Sell
32,326
-14,522
-31% -$731K 0.02% 541
2025
Q2 		$2.36M Buy
46,848
+1,400
+3% +$69.9K 0.03% 463
2025
Q1 		$2.27M Buy
45,448
+663
+1% +$32.5K 0.03% 451
2024
Q4 		$2.17M Sell
44,785
-2,706
-6% -$132K 0.03% 369
2024
Q3 		$2.34M Sell
47,491
-355
-0.7% -$17.3K 0.04% 302
2024
Q2 		$2.32M Sell
47,846
-17,327
-27% -$833K 0.05% 291
2024
Q1 		$3.12M Buy
65,173
+26,894
+70% +$1.28M 0.07% 201
2023
Q4 		$1.82M Buy
38,279
+1,227
+3% +$58.1K 0.07% 157
2023
Q3 		$1.75M Sell
37,052
-4,093
-10% -$193K 0.08% 152
2023
Q2 		$1.95M Buy
+41,145
New +$1.96M 0.09% 132

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Waverly Advisors's VTIP Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 125% in Q1 2026, buying an estimated $2.03M and bringing the position to 73,527 shares worth $3.67M. The position accounts for 0.03% of the portfolio, ranked #488.

Waverly Advisors first reported a position in VTIP in Q2 2023 and has held it in 12 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Waverly Advisors held 73,527 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.67M as of Q1 2026.
  • Waverly Advisors bought 40,823 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.03M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #488 holding.
  • Waverly Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 12 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.