CFS Investment Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

CFS Investment Advisory Services’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	$2.13M	Buy	42,875 +11,826	+38%	+$594K	0.14%	130
2026 Q1	$1.56M	Buy	31,049 +22,619	+268%	+$1.12M	0.11%	149
2025 Q4	$417K	Buy	8,430 +3,628	+76%	+$181K	0.03%	251
2025 Q3	$241K	Buy	+4,802	New	+$242K	0.02%	313

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

CFS Investment Advisory Services's VTIP Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 38% in Q2 2026, buying an estimated $594K and bringing the position to 42,875 shares worth $2.13M. The position accounts for 0.14% of the portfolio, ranked #130.

CFS Investment Advisory Services first reported a position in VTIP in Q3 2025 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

CFS Investment Advisory Services held 42,875 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.13M as of Q2 2026.
CFS Investment Advisory Services bought 11,826 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $594K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of CFS Investment Advisory Services's portfolio in Q2 2026, its #130 holding.
CFS Investment Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 4 quarters since.
956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.