Advocate Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Advocate Group’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	$13M	Buy	258,546 +20,097	+8%	+$1.01M	1.95%	8
2026 Q1	$11.9M	Buy	238,449 +54,968	+30%	+$2.73M	1.86%	10
2025 Q4	$9.07M	Buy	183,481 +20,139	+12%	+$1.01M	1.47%	24
2025 Q3	$8.27M	Buy	163,342 +19,037	+13%	+$958K	1.36%	28
2025 Q2	$7.25M	Buy	144,305 +3,410	+2%	+$170K	1.3%	33
2025 Q1	$7.03M	Buy	+140,895	New	+$6.92M	1.28%	35

Other funds holding VTIP

EWM

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

Klingman & Associates New York $2.35B AUM 23.18% 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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Advocate Group's VTIP Position: Q2 2026 in Review

Advocate Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.4% in Q2 2026, buying an estimated $1.01M and bringing the position to 258,546 shares worth $13M. The position accounts for 1.95% of the portfolio, ranked #8.

Advocate Group first reported a position in VTIP in Q1 2025 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Advocate Group held 258,546 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $13M as of Q2 2026.
Advocate Group bought 20,097 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.01M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.95% of Advocate Group's portfolio in Q2 2026, its #8 holding.
Advocate Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.