Axxcess Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Axxcess Wealth Management’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	$214K	Sell	4,270 -2,265	-35%	-$114K	﹤0.01%	981
2026 Q1	$326K	Sell	6,535 -19,768	-75%	-$983K	0.01%	332
2025 Q4	$1.3M	Buy	+26,303	New	+$1.32M	0.02%	463
2025 Q3	–	Sell	-51,862	Closed	-$2.61M	–	976
2025 Q2	$2.61M	Buy	51,862 +5,677	+12%	+$283K	0.06%	243
2025 Q1	$2.3M	Sell	46,185 -134,706	-74%	-$6.61M	0.06%	242
2024 Q4	$8.76M	Buy	180,891 +39,058	+28%	+$1.91M	0.21%	84
2024 Q3	$6.99M	Sell	141,833 -32,181	-18%	-$1.57M	0.17%	105
2024 Q2	$8.45M	Sell	174,014 -30,753	-15%	-$1.48M	0.22%	84
2024 Q1	$9.81M	Sell	204,767 -29,423	-13%	-$1.4M	0.27%	77
2023 Q4	$11.1M	Sell	234,190 -20,482	-8%	-$970K	0.32%	67
2023 Q3	$12M	Buy	254,672 +248,086	+3,767%	+$11.7M	0.41%	53
2023 Q2	$312K	Sell	6,586 -6,447	-49%	-$307K	0.02%	442
2023 Q1	$623K	Buy	13,033 +2,360	+22%	+$111K	0.05%	332
2022 Q4	$499K	Sell	10,673 -38,043	-78%	-$1.81M	0.04%	357
2022 Q3	$2.34M	Hold	48,716	–	–	0.22%	91
2022 Q2	$2.44M	Buy	48,716 +3,250	+7%	+$164K	0.22%	95
2022 Q1	$2.33M	Sell	45,466 -14,532	-24%	-$745K	0.18%	111
2021 Q4	$3.08M	Buy	+59,998	New	+$3.12M	0.23%	84

Other funds holding VTIP

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

Axxcess Wealth Management's VTIP Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 35% in Q2 2026, selling an estimated $114K and leaving 4,270 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Axxcess Wealth Management first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $12M in Q3 2023. 506 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Axxcess Wealth Management held 4,270 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $214K as of Q2 2026.
Axxcess Wealth Management sold 2,265 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $114K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #981 holding.
Axxcess Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12M in Q3 2023.
506 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.