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

Concord Wealth 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 Q2	$151K	Buy	+3,013	New	+$151K	0.02%	246
2021 Q2	–	Sell	-8	Closed	–	–	1111
2021 Q1	$0	Buy	+8	New	+$411	﹤0.01%	1067

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

Concord Wealth Partners's VTIP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 3,013 shares worth $151K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VTIP as recently as Q1 2021.

Concord Wealth Partners first reported a position in VTIP in Q1 2021 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Concord Wealth Partners held 3,013 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $151K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Concord Wealth Partners position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #246 holding.
Concord Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 2 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.