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

Western Wealth Management’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	$888K	Buy	17,778 +557	+3%	+$27.7K	0.03%	482
2025 Q4	$852K	Buy	17,221 +10,178	+145%	+$509K	0.04%	385
2025 Q3	$357K	Sell	7,043 -783	-10%	-$39.4K	0.02%	541
2025 Q2	$393K	Buy	7,826 +745	+11%	+$37.2K	0.02%	486
2025 Q1	$353K	Buy	7,081 +104	+1%	+$5.11K	0.02%	478
2024 Q4	$338K	Sell	6,977 -564	-7%	-$27.6K	0.02%	489
2024 Q3	$372K	Buy	7,541 +1,004	+15%	+$48.9K	0.02%	533
2024 Q2	$317K	Sell	6,537 -17	-0.3%	-$818	0.02%	478
2024 Q1	$314K	Sell	6,554 -3	-0%	-$143	0.02%	493
2023 Q4	$311K	Sell	6,557 -97	-1%	-$4.59K	0.02%	541
2023 Q3	$315K	Hold	6,654	–	–	0.03%	496
2023 Q2	$316K	Sell	6,654 -2,915	-30%	-$139K	0.03%	496
2023 Q1	$458K	Sell	9,569 -9,123	-49%	-$430K	0.04%	390
2022 Q4	$873K	Sell	18,692 -7,212	-28%	-$344K	0.09%	246
2022 Q3	$1.24M	Sell	25,904 -85,408	-77%	-$4.23M	0.07%	262
2022 Q2	$5.58M	Buy	111,312 +82,270	+283%	+$4.16M	0.32%	68
2022 Q1	$1.49M	Buy	29,042 +18,082	+165%	+$927K	0.07%	257
2021 Q4	$563K	Buy	+10,960	New	+$570K	0.06%	301
2021 Q2	$531K	Buy	10,139 +230	+2%	+$12K	0.05%	343
2021 Q1	$511K	Sell	9,909 -205	-2%	-$10.5K	0.07%	272
2020 Q4	$517K	Buy	10,114 +209	+2%	+$10.6K	0.08%	246
2020 Q3	$505K	Buy	9,905 +1	+0%	+$51	0.08%	234
2020 Q2	$497K	Buy	+9,904	New	+$492K	0.09%	229
2019 Q4	–	Sell	-6,374	Closed	-$312K	–	425
2019 Q3	$312K	Buy	6,374 +1	+0%	+$49	0.06%	283
2019 Q2	$314K	Hold	6,373	–	–	0.04%	298
2019 Q1	$310K	Sell	6,373 -35	-0.5%	-$1.69K	0.07%	279
2018 Q4	$306K	Buy	+6,408	New	+$308K	0.08%	253

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

Western Wealth Management's VTIP Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.2% in Q1 2026, buying an estimated $27.7K and bringing the position to 17,778 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #482.

Western Wealth Management first reported a position in VTIP in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.58M in Q2 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Western Wealth Management held 17,778 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $888K as of Q1 2026.
Western Wealth Management bought 557 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $27.7K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #482 holding.
Western Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 27 quarters since.
Western Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.58M 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 Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.