Asset Allocation Strategies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Asset Allocation Strategies’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	$2.25M	Sell	44,806 -4,006	-8%	-$201K	0.35%	54
2026 Q1	$2.44M	Sell	48,812 -3,747	-7%	-$186K	0.43%	52
2025 Q4	$2.6M	Sell	52,559 -5,730	-10%	-$287K	0.48%	51
2025 Q3	$2.95M	Sell	58,289 -10,471	-15%	-$527K	0.58%	45
2025 Q2	$3.46M	Sell	68,760 -8,679	-11%	-$433K	0.76%	36
2025 Q1	$3.86M	Sell	77,439 -12,080	-13%	-$593K	0.96%	30
2024 Q4	$4.38M	Sell	89,519 -34,076	-28%	-$1.66M	1.05%	29
2024 Q3	$6.09M	Sell	123,595 -71,401	-37%	-$3.48M	1.73%	21
2024 Q2	$9.47M	Sell	194,996 -9,155	-4%	-$440K	3.18%	10
2024 Q1	$9.78M	Buy	204,151 +3,708	+2%	+$177K	3.45%	8
2023 Q4	$9.52M	Buy	200,443 +18,205	+10%	+$862K	3.72%	7
2023 Q3	$8.62M	Buy	182,238 +5,982	+3%	+$283K	3.98%	7
2023 Q2	$8.36M	Buy	176,256 +139,204	+376%	+$6.64M	3.95%	7
2023 Q1	$1.77M	Sell	37,052 -89,782	-71%	-$4.23M	5.1%	5
2022 Q4	$5.92M	Buy	+126,834	New	+$6.04M	4.02%	8

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

Asset Allocation Strategies's VTIP Position: Q2 2026 in Review

Asset Allocation Strategies reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.2% in Q2 2026, selling an estimated $201K and leaving 44,806 shares worth $2.25M. The position accounts for 0.35% of the portfolio, ranked #54.

Asset Allocation Strategies first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.78M in Q1 2024. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Asset Allocation Strategies held 44,806 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.25M as of Q2 2026.
Asset Allocation Strategies sold 4,006 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $201K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.35% of Asset Allocation Strategies's portfolio in Q2 2026, its #54 holding.
Asset Allocation Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
Asset Allocation Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.78M in Q1 2024.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.