Access Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Access Financial Services’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 Q2	$327K	Buy	+6,503	New	+$327K	0.11%	89
2025 Q4	–	Sell	-6,515	Closed	-$330K	–	108
2025 Q3	$330K	Hold	6,515	–	–	0.12%	89
2025 Q2	$328K	Buy	+6,515	New	+$325K	0.12%	88

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Access Financial Services's VTIP Position: Q2 2026 in Review

Access Financial Services opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 6,503 shares worth $327K. The stake represents 0.11% of the portfolio and ranks #89 among its holdings. This is a return to the name: Access Financial Services previously reported a position in VTIP as recently as Q3 2025.

Access Financial Services first reported a position in VTIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $330K in Q3 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Access Financial Services held 6,503 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $327K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Access Financial Services position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.11% of Access Financial Services's portfolio in Q2 2026, its #89 holding.
Access Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 3 quarters since.
Access Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $330K in Q3 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.