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

Advyzon Investment 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	$702K	Sell	13,985 -103	-0.7%	-$5.18K	0.05%	357
2026 Q1	$704K	Buy	14,088 +2,082	+17%	+$104K	0.06%	297
2025 Q4	$594K	Buy	12,006 +535	+5%	+$26.8K	0.07%	281
2025 Q3	$581K	Buy	11,471 +4,334	+61%	+$218K	0.1%	197
2025 Q2	$359K	Buy	+7,137	New	+$356K	0.08%	236

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

Advyzon Investment Management's VTIP Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.73% in Q2 2026, selling an estimated $5.18K and leaving 13,985 shares worth $702K. The position accounts for 0.05% of the portfolio, ranked #357.

Advyzon Investment Management first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $704K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Advyzon Investment Management held 13,985 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $702K as of Q2 2026.
Advyzon Investment Management sold 103 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $5.18K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #357 holding.
Advyzon Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $704K in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.