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

Cornerstone Financial Group’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 		$227K Hold
4,514
– – 0.14% 71
2026
Q1 		$228K Buy
4,514
+2
+0% +$99 0.15% 71
2025
Q4 		$223K Buy
4,512
+121
+3% +$6.05K 0.16% 69
2025
Q3 		$222K Buy
4,391
+37
+0.8% +$1.86K 0.17% 67
2025
Q2 		$219K Hold
4,354
– – 0.19% 66
2025
Q1 		$217K Sell
4,354
-572
-12% -$28.1K 0.19% 65
2024
Q4 		$239K Buy
+4,926
New +$241K 0.24% 61

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Financial Group's VTIP Position: Q2 2026 in Review

Cornerstone Financial Group held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 4,514 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #71.

Cornerstone Financial Group first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $239K in Q4 2024. 748 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Cornerstone Financial Group held 4,514 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $227K as of Q2 2026.
  • Cornerstone Financial Group left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Cornerstone Financial Group's portfolio in Q2 2026, its #71 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $239K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.