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

Accurate 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
Q2 		– Sell
-4,213
Closed -$211K – 612
2026
Q1 		$211K Sell
4,213
-2,212
-34% -$110K 0.03% 508
2025
Q4 		$318K Buy
6,425
+467
+8% +$23.4K 0.04% 394
2025
Q3 		$299K Buy
5,958
+403
+7% +$20.3K 0.04% 394
2025
Q2 		$277K Buy
5,555
+47
+0.9% +$2.35K 0.04% 368
2025
Q1 		$273K Buy
+5,508
New +$270K 0.05% 310
2024
Q3 		– Sell
-4,193
Closed -$203K – 389
2024
Q2 		$203K Sell
4,193
-4,843
-54% -$233K 0.05% 320
2024
Q1 		$432K Sell
9,036
-669
-7% -$31.8K 0.13% 163
2023
Q4 		$461K Sell
9,705
-1,809
-16% -$85.7K 0.14% 145
2023
Q3 		$541K Sell
11,514
-3,121
-21% -$147K 0.17% 128
2023
Q2 		$690K Buy
14,635
+1,947
+15% +$92.8K 0.22% 101
2023
Q1 		$607K Buy
12,688
+2,783
+28% +$131K 0.21% 113
2022
Q4 		$463K Buy
+9,905
New +$472K 0.17% 109

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Accurate Wealth Management's VTIP Position: Q2 2026 in Review

Accurate Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 4,213 shares — an estimated $211K sold.

Accurate Wealth Management first reported a position in VTIP in Q4 2022 and held it in 12 quarters. The position peaked at $690K in Q2 2023. 954 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Accurate Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 4,213 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $211K.
  • Accurate Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 12 quarters.
  • Accurate Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $690K in Q2 2023.
  • 954 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.