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

Avant Financial 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	$3.24M	Buy	64,573 +3,250	+5%	+$163K	2.02%	17
2026 Q1	$3.06M	Buy	61,323 +3,928	+7%	+$195K	2.15%	17
2025 Q4	$2.84M	Buy	57,395 +4,464	+8%	+$223K	2.04%	18
2025 Q3	$2.68M	Buy	52,931 +7,666	+17%	+$386K	2.02%	18
2025 Q2	$2.28M	Buy	45,265 +2,393	+6%	+$119K	1.87%	17
2025 Q1	$2.14M	Buy	42,872 +2,041	+5%	+$100K	1.94%	18
2024 Q4	$1.98M	Buy	+40,831	New	+$1.99M	1.82%	19

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Avant Financial Advisors's VTIP Position: Q2 2026 in Review

Avant Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.3% in Q2 2026, buying an estimated $163K and bringing the position to 64,573 shares worth $3.24M. The position accounts for 2.02% of the portfolio, ranked #17.

Avant Financial Advisors first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Avant Financial Advisors held 64,573 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.24M as of Q2 2026.
Avant Financial Advisors bought 3,250 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $163K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.02% of Avant Financial Advisors's portfolio in Q2 2026, its #17 holding.
Avant Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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