Approach Retirement Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Approach Retirement Advisors’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	$2.57M	Buy	51,102 +5,538	+12%	+$278K	1.86%	14
2026 Q1	$2.28M	Buy	45,564 +614	+1%	+$30.5K	1.89%	14
2025 Q4	$2.22M	Buy	+44,950	New	+$2.25M	1.92%	12

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

TLFA

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Approach Retirement Advisors's VTIP Position: Q2 2026 in Review

Approach Retirement Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 12% in Q2 2026, buying an estimated $278K and bringing the position to 51,102 shares worth $2.57M. The position accounts for 1.86% of the portfolio, ranked #14.

Approach Retirement Advisors first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Approach Retirement Advisors held 51,102 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.57M as of Q2 2026.
Approach Retirement Advisors bought 5,538 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $278K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.86% of Approach Retirement Advisors's portfolio in Q2 2026, its #14 holding.
Approach Retirement Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
572 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.