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

Ascent 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	$3.4M	Buy	67,688 +55,020	+434%	+$2.77M	0.1%	183
2026 Q1	$633K	Buy	12,668 +3,536	+39%	+$176K	0.02%	452
2025 Q4	$452K	Sell	9,132 -108,347	-92%	-$5.42M	0.02%	516
2025 Q3	$5.95M	Buy	117,479 +6,901	+6%	+$347K	0.21%	103
2025 Q2	$5.56M	Buy	110,578 +86,116	+352%	+$4.3M	0.22%	96
2025 Q1	$1.22M	Buy	+24,462	New	+$1.2M	0.05%	303
2022 Q3	–	Sell	-67,444	Closed	-$3.4M	–	502
2022 Q2	$3.4M	Buy	67,444 +16,303	+32%	+$825K	0.41%	66
2022 Q1	$2.62M	Buy	51,141 +34,103	+200%	+$1.75M	0.3%	111
2021 Q4	$869K	Buy	+17,038	New	+$887K	0.11%	228

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

Ascent Group's VTIP Position: Q2 2026 in Review

Ascent Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 434% in Q2 2026, buying an estimated $2.77M and bringing the position to 67,688 shares worth $3.4M. The position accounts for 0.1% of the portfolio, ranked #183.

Ascent Group first reported a position in VTIP in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.95M in Q3 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Ascent Group held 67,688 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.4M as of Q2 2026.
Ascent Group bought 55,020 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.77M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Ascent Group's portfolio in Q2 2026, its #183 holding.
Ascent Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 9 quarters since.
Ascent Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.95M in Q3 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.