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

Advisornet Financial’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	$791K	Sell	15,751 -3,528	-18%	-$177K	0.04%	321
2026 Q1	$963K	Sell	19,279 -2	-0%	-$99	0.05%	261
2025 Q4	$954K	Buy	19,281 +358	+2%	+$17.9K	0.05%	264
2025 Q3	$958K	Sell	18,923 -3,454	-15%	-$174K	0.05%	261
2025 Q2	$1.12M	Sell	22,377 -1,393	-6%	-$69.6K	0.07%	228
2025 Q1	$1.19M	Buy	23,770 +2,522	+12%	+$124K	0.09%	215
2024 Q4	$1.03M	Buy	21,248 +1,026	+5%	+$50.1K	0.09%	206
2024 Q3	$997K	Buy	20,222 +1,029	+5%	+$50.1K	0.07%	228
2024 Q2	$932K	Sell	19,193 -78	-0.4%	-$3.75K	0.08%	213
2024 Q1	$923K	Sell	19,271 -14,860	-44%	-$707K	0.09%	215
2023 Q4	$1.62M	Sell	34,131 -472,384	-93%	-$22.4M	0.15%	161
2023 Q3	$23.9M	Buy	506,515 +13,260	+3%	+$627K	2.17%	3
2023 Q2	$23.4M	Buy	493,255 +20,081	+4%	+$957K	2%	4
2023 Q1	$22.6M	Buy	473,174 +56,795	+14%	+$2.67M	2.07%	3
2022 Q4	$19.4M	Buy	416,379 +20,945	+5%	+$998K	1.91%	3
2022 Q3	$19M	Buy	395,434 +22,158	+6%	+$1.1M	1.9%	3
2022 Q2	$18.7M	Buy	373,276 +367,239	+6,083%	+$18.6M	1.84%	4
2022 Q1	$309K	Buy	6,037 +1,114	+23%	+$57.1K	0.02%	459
2021 Q4	$253K	Buy	4,923 +3,963	+413%	+$206K	0.02%	551
2021 Q3	$50K	Buy	960 +930	+3,100%	+$48.8K	﹤0.01%	1009
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1712
2021 Q1	$2K	Sell	30 -448	-94%	-$23K	﹤0.01%	1658
2020 Q4	$24K	Buy	478 +469	+5,211%	+$23.9K	﹤0.01%	1088
2020 Q3	$0	Buy	+9	New	+$457	﹤0.01%	1893
2019 Q4	–	Sell	-848	Closed	-$42K	–	1993
2019 Q3	$42K	Buy	+848	New	+$41.9K	﹤0.01%	967
2018 Q3	–	Sell	-742	Closed	-$36K	–	1632
2018 Q2	$36K	Buy	+742	New	+$36.3K	﹤0.01%	802

Other funds holding VTIP

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

EWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Advisornet Financial's VTIP Position: Q2 2026 in Review

Advisornet Financial reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 18% in Q2 2026, selling an estimated $177K and leaving 15,751 shares worth $791K. The position accounts for 0.04% of the portfolio, ranked #321.

Advisornet Financial first reported a position in VTIP in Q2 2018 and has held it in 26 quarters since. The position peaked at $23.9M in Q3 2023. 603 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Advisornet Financial held 15,751 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $791K as of Q2 2026.
Advisornet Financial sold 3,528 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $177K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #321 holding.
Advisornet Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018 and has held it in 26 quarters since.
Advisornet Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $23.9M in Q3 2023.
603 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.