Clearstead Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Clearstead Advisors’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	$2.08M	Buy	41,320 +6,843	+20%	+$344K	0.02%	374
2026 Q1	$1.72M	Buy	34,477 +865	+3%	+$43K	0.02%	399
2025 Q4	$1.66M	Buy	33,612 +30,487	+976%	+$1.52M	0.02%	364
2025 Q3	$158K	Hold	3,125	–	–	﹤0.01%	933
2025 Q2	$157K	Hold	3,125	–	–	﹤0.01%	945
2025 Q1	$156K	Sell	3,125 -1,175	-27%	-$57.7K	﹤0.01%	886
2024 Q4	$208K	Hold	4,300	–	–	﹤0.01%	843
2024 Q3	$212K	Hold	4,300	–	–	﹤0.01%	843
2024 Q2	$209K	Hold	4,300	–	–	﹤0.01%	808
2024 Q1	$207K	Sell	4,300 -1,089	-20%	-$51.8K	0.01%	462
2023 Q4	$256K	Buy	5,389 +1	+0%	+$47	0.01%	427
2023 Q3	$255K	Buy	5,388 +1	+0%	+$47	0.02%	394
2023 Q2	$255K	Buy	5,387 +5,371	+33,569%	+$256K	0.02%	398
2023 Q1	$766	Buy	+16	New	+$753	﹤0.01%	1265
2022 Q4	–	Sell	-1,440	Closed	-$69K	–	1386
2022 Q3	$69K	Hold	1,440	–	–	0.01%	547
2022 Q2	$72K	Sell	1,440 -66	-4%	-$3.34K	0.01%	551
2022 Q1	$77K	Buy	1,506 +57	+4%	+$2.92K	0.01%	597
2021 Q4	$74K	Buy	+1,449	New	+$75.4K	0.01%	591
2019 Q2	–	Sell	-8,641	Closed	-$421K	–	281
2019 Q1	$421K	Hold	8,641	–	–	0.06%	185
2018 Q4	$414K	Buy	+8,641	New	+$416K	0.06%	175
2017 Q3	–	Sell	-6,266	Closed	-$308K	–	259
2017 Q2	$308K	Buy	+6,266	New	+$309K	0.05%	181
2017 Q1	–	Sell	-5,495	Closed	-$270K	–	229
2016 Q4	$270K	Buy	+5,495	New	+$272K	0.04%	178

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

Clearstead Advisors's VTIP Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 20% in Q2 2026, buying an estimated $344K and bringing the position to 41,320 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #374.

Clearstead Advisors first reported a position in VTIP in Q4 2016 and has held it in 22 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Clearstead Advisors held 41,320 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.08M as of Q2 2026.
Clearstead Advisors bought 6,843 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $344K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #374 holding.
Clearstead Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2016 and has held it in 22 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.