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

Ehrlich 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
Q1 		– Sell
-6,352
Closed -$314K – 125
2025
Q4 		$314K Buy
6,352
+1,259
+25% +$63K 0.18% 86
2025
Q3 		$258K Buy
+5,093
New +$256K 0.15% 98

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CA
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Fidelity Investments
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EWM
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Wealthfront Advisers
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Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ehrlich Financial Group's VTIP Position: Q1 2026 in Review

Ehrlich Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 6,352 shares — an estimated $314K sold.

Ehrlich Financial Group first reported a position in VTIP in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q4 2025. 912 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Ehrlich Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 6,352 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $314K.
  • Ehrlich Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and held it in 2 quarters.
  • Ehrlich Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $314K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.