Brady Martz Wealth Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Brady Martz Wealth Solutions’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	$11.6M	Buy	230,722 +12,367	+6%	+$622K	1.75%	17
2026 Q1	$10.9M	Buy	218,355 +13,116	+6%	+$652K	1.86%	15
2025 Q4	$10.2M	Buy	205,239 +12,802	+7%	+$640K	1.79%	15
2025 Q3	$9.74M	Buy	192,437 +6,278	+3%	+$316K	1.77%	15
2025 Q2	$9.36M	Buy	186,159 +80,755	+77%	+$4.03M	1.81%	15
2025 Q1	$5.26M	Buy	105,404 +53,053	+101%	+$2.6M	1.19%	24
2024 Q4	$2.54M	Buy	+52,351	New	+$2.56M	0.61%	44

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

Brady Martz Wealth Solutions's VTIP Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.7% in Q2 2026, buying an estimated $622K and bringing the position to 230,722 shares worth $11.6M. The position accounts for 1.75% of the portfolio, ranked #17.

Brady Martz Wealth Solutions first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Brady Martz Wealth Solutions held 230,722 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.6M as of Q2 2026.
Brady Martz Wealth Solutions bought 12,367 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $622K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.75% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #17 holding.
Brady Martz Wealth Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.