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

Cascade Financial Partners’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 Q1	–	Sell	-5,212	Closed	-$258K	–	285
2025 Q4	$258K	Buy	5,212 +1	+0%	+$50	0.03%	229
2025 Q3	$264K	Hold	5,211	–	–	0.03%	219
2025 Q2	$262K	Hold	5,211	–	–	0.03%	221
2025 Q1	$260K	Hold	5,211	–	–	0.03%	210
2024 Q4	$252K	Hold	5,211	–	–	0.03%	214
2024 Q3	$255K	Hold	5,211	–	–	0.03%	206
2024 Q2	$253K	Sell	5,211 -62	-1%	-$2.98K	0.03%	195
2024 Q1	$252K	Buy	+5,273	New	+$251K	0.04%	194

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cascade Financial Partners's VTIP Position: Q1 2026 in Review

Cascade Financial Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 5,212 shares — an estimated $258K sold.

Cascade Financial Partners first reported a position in VTIP in Q1 2024 and held it in 8 quarters. The position peaked at $264K in Q3 2025. 916 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Cascade Financial Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 5,212 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $258K.
Cascade Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2024 and held it in 8 quarters.
Cascade Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $264K in Q3 2025.
916 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.