AXS Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

AXS Investments’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	$1.71M	Sell	34,140 -14,051	-29%	-$706K	0.49%	36
2026 Q1	$2.41M	Buy	48,191 +16,725	+53%	+$832K	0.97%	26
2025 Q4	$1.56M	Buy	31,466 +250	+0.8%	+$12.5K	0.54%	53
2025 Q3	$1.58M	Sell	31,216 -5,002	-14%	-$252K	0.5%	46
2025 Q2	$1.82M	Buy	36,218 +5,605	+18%	+$280K	0.75%	45
2025 Q1	$1.53M	Sell	30,613 -560	-2%	-$27.5K	0.42%	76
2024 Q4	$1.51M	Sell	31,173 -1,355	-4%	-$66.2K	0.42%	81
2024 Q3	$1.6M	Sell	32,528 -8,416	-21%	-$410K	0.43%	96
2024 Q2	$1.99M	Buy	+40,944	New	+$1.97M	0.55%	42

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

AXS Investments's VTIP Position: Q2 2026 in Review

AXS Investments reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 29% in Q2 2026, selling an estimated $706K and leaving 34,140 shares worth $1.71M. The position accounts for 0.49% of the portfolio, ranked #36.

AXS Investments first reported a position in VTIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.41M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

AXS Investments held 34,140 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.71M as of Q2 2026.
AXS Investments sold 14,051 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $706K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.49% of AXS Investments's portfolio in Q2 2026, its #36 holding.
AXS Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 9 quarters since.
AXS Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.41M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.