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

Adams 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	$871K	Buy	17,340 +3,350	+24%	+$168K	0.17%	77
2026 Q1	$699K	Buy	13,990 +992	+8%	+$49.3K	0.15%	77
2025 Q4	$643K	Sell	12,998 -1,571	-11%	-$78.6K	0.14%	80
2025 Q3	$738K	Sell	14,569 -5	-0%	-$252	0.16%	76
2025 Q2	$733K	Buy	14,574 +1,956	+16%	+$97.7K	0.14%	77
2025 Q1	$630K	Buy	12,618 +358	+3%	+$17.6K	0.12%	93
2024 Q4	$594K	Buy	+12,260	New	+$599K	0.11%	87

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

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

Adams Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q2 2026, buying an estimated $168K and bringing the position to 17,340 shares worth $871K. The position accounts for 0.17% of the portfolio, ranked #77.

Adams Wealth Management first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Adams Wealth Management held 17,340 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $871K as of Q2 2026.
Adams Wealth Management bought 3,350 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $168K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.17% of Adams Wealth Management's portfolio in Q2 2026, its #77 holding.
Adams Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.