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

Ares Financial Consulting’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 		$1.23M Sell
24,445
-6,530
-21% -$328K 0.88% 24
2026
Q1 		$1.54M Buy
30,975
+8,886
+40% +$442K 1.21% 20
2025
Q4 		$1.09M Buy
+22,089
New +$1.1M 1.04% 20

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
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
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

Ares Financial Consulting's VTIP Position: Q2 2026 in Review

Ares Financial Consulting reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 21% in Q2 2026, selling an estimated $328K and leaving 24,445 shares worth $1.23M. The position accounts for 0.88% of the portfolio, ranked #24.

Ares Financial Consulting first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q1 2026. 568 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Ares Financial Consulting held 24,445 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.23M as of Q2 2026.
  • Ares Financial Consulting sold 6,530 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $328K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.88% of Ares Financial Consulting's portfolio in Q2 2026, its #24 holding.
  • Ares Financial Consulting first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.54M in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.