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

Cypress Wealth 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 		$257K Sell
5,122
-11,031
-68% -$554K 0.03% 367
2026
Q1 		$807K Buy
+16,153
New +$803K 0.11% 143
2024
Q3 		– Sell
-13,111
Closed -$636K – 299
2024
Q2 		$636K Buy
13,111
+1
+0% +$48 0.14% 115
2024
Q1 		$628K Sell
13,110
-2,496
-16% -$119K 0.15% 116
2023
Q4 		$741K Sell
15,606
-2,970
-16% -$141K 0.18% 101
2023
Q3 		$878K Sell
18,576
-16,500
-47% -$780K 0.24% 83
2023
Q2 		$1.66M Sell
35,076
-6,434
-15% -$307K 0.44% 51
2023
Q1 		$1.99M Sell
41,510
-26,992
-39% -$1.27M 0.58% 39
2022
Q4 		$3.2M Sell
68,502
-11,050
-14% -$527K 1.03% 22
2022
Q3 		$3.79M Sell
79,552
-4,611
-5% -$228K 1.29% 18
2022
Q2 		$4.22M Sell
84,163
-832
-1% -$42.1K 1.35% 17
2022
Q1 		$4.35M Buy
84,995
+1,200
+1% +$61.5K 1.19% 21
2021
Q4 		$4.31M Buy
83,795
+14,112
+20% +$734K 1.18% 23
2021
Q3 		$3.66M Buy
69,683
+1,250
+2% +$65.6K 1.1% 25
2021
Q2 		$3.59M Buy
68,433
+27,150
+66% +$1.42M 0.98% 28
2021
Q1 		$2.13M Buy
+41,283
New +$2.12M 0.45% 50

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Cypress Wealth Services's VTIP Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 68% in Q2 2026, selling an estimated $554K and leaving 5,122 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #367.

Cypress Wealth Services first reported a position in VTIP in Q1 2021 and has held it in 16 quarters since. The position peaked at $4.35M in Q1 2022. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Cypress Wealth Services held 5,122 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $257K as of Q2 2026.
  • Cypress Wealth Services sold 11,031 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $554K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #367 holding.
  • Cypress Wealth Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 16 quarters since.
  • Cypress Wealth Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.35M in Q1 2022.
  • 945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.