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

Wedbush Securities’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 Q3	$994K	Buy	20,198 +14,477	+253%	+$718K	0.03%	478
2026 Q2	$287K	Buy	+5,721	New	+$288K	0.01%	993
2024 Q1	–	Sell	-4,321	Closed	-$205K	–	1282
2023 Q4	$205K	Hold	4,321	–	–	0.01%	959
2023 Q3	$204K	Sell	4,321 -1,135	-21%	-$53.6K	0.01%	918
2023 Q2	$259K	Sell	5,456 -164	-3%	-$7.82K	0.01%	819
2023 Q1	$269K	Buy	5,620 +196	+4%	+$9.23K	0.01%	796
2022 Q4	$253K	Sell	5,424 -6,774	-56%	-$323K	0.01%	806
2022 Q3	$587K	Sell	12,198 -5,201	-30%	-$258K	0.03%	460
2022 Q2	$872K	Buy	17,399 +4,302	+33%	+$218K	0.05%	329
2022 Q1	$671K	Sell	13,097 -124	-0.9%	-$6.36K	0.03%	470
2021 Q4	$680K	Buy	13,221 +5,915	+81%	+$308K	0.03%	508
2021 Q3	$384K	Buy	7,306 +408	+6%	+$21.4K	0.02%	732
2021 Q2	$362K	Buy	6,898 +2,465	+56%	+$128K	0.02%	771
2021 Q1	$228K	Buy	+4,433	New	+$228K	0.01%	935
2020 Q4	–	Sell	-4,289	Closed	-$219K	–	977
2020 Q3	$219K	Sell	4,289 -200	-4%	-$10.1K	0.02%	741
2020 Q2	$225K	Sell	4,489 -2,500	-36%	-$124K	0.02%	726
2020 Q1	$341K	Sell	6,989 -400	-5%	-$19.6K	0.04%	484
2019 Q4	$364K	Sell	7,389 -200	-3%	-$9.8K	0.03%	594
2019 Q3	$372K	Sell	7,589 -266	-3%	-$13.1K	0.04%	553
2019 Q2	$387K	Buy	7,855 +1,771	+29%	+$86.7K	0.04%	538
2019 Q1	$296K	Sell	6,084 -533	-8%	-$25.7K	0.03%	592
2018 Q4	$317K	Hold	6,617	–	–	0.04%	512
2018 Q3	$320K	Hold	6,617	–	–	0.04%	559
2018 Q2	$323K	Buy	6,617 +45	+0.7%	+$2.2K	0.04%	531
2018 Q1	$321K	Buy	6,572 +349	+6%	+$17K	0.04%	501
2017 Q4	$304K	Buy	6,223 +263	+4%	+$13K	0.04%	541
2017 Q3	$295K	Buy	5,960 +1,200	+25%	+$59.3K	0.04%	559
2017 Q2	$234K	Buy	4,760 +680	+17%	+$33.6K	0.03%	647
2017 Q1	$202K	Buy	+4,080	New	+$201K	0.03%	686

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Wedbush Securities's VTIP Position: Q3 2026 in Review

Wedbush Securities increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 253% in Q3 2026, buying an estimated $718K and bringing the position to 20,198 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #478.

Wedbush Securities first reported a position in VTIP in Q1 2017 and has held it in 29 quarters since. 291 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Wedbush Securities held 20,198 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $994K as of Q3 2026.
Wedbush Securities bought 14,477 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $718K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Wedbush Securities's portfolio in Q3 2026, its #478 holding.
Wedbush Securities first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 29 quarters since.
291 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.