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

AssuredPartners Investment 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	$1.77M	Buy	35,323 +10,616	+43%	+$534K	0.17%	139
2026 Q1	$1.24M	Buy	24,707 +3,781	+18%	+$188K	0.13%	165
2025 Q4	$1.03M	Buy	20,926 +9,948	+91%	+$497K	0.15%	143
2025 Q3	$556K	Buy	+10,978	New	+$553K	0.12%	122

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

AssuredPartners Investment Advisors's VTIP Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 43% in Q2 2026, buying an estimated $534K and bringing the position to 35,323 shares worth $1.77M. The position accounts for 0.17% of the portfolio, ranked #139.

AssuredPartners Investment Advisors first reported a position in VTIP in Q3 2025 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

AssuredPartners Investment Advisors held 35,323 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.77M as of Q2 2026.
AssuredPartners Investment Advisors bought 10,616 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $534K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #139 holding.
AssuredPartners Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 4 quarters since.
956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.