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

Elevate Wealth Advisory’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	$2.26M	Buy	45,211 +1,095	+2%	+$54.5K	1.43%	16
2025 Q4	$2.18M	Buy	44,116 +4,637	+12%	+$232K	1.49%	16
2025 Q3	$2M	Buy	39,479 +334	+0.9%	+$16.8K	1.45%	16
2025 Q2	$1.97M	Sell	39,145 -4,665	-11%	-$233K	1.4%	18
2025 Q1	$2.19M	Buy	43,810 +371	+0.9%	+$18.2K	1.55%	17
2024 Q4	$2.1M	Buy	43,439 +496	+1%	+$24.2K	1.58%	16
2024 Q3	$2.12M	Sell	42,943 -294	-0.7%	-$14.3K	1.57%	15
2024 Q2	$2.1M	Sell	43,237 -1,164	-3%	-$56K	1.7%	15
2024 Q1	$2.13M	Sell	44,401 -5,441	-11%	-$259K	1.85%	16
2023 Q4	$2.37M	Buy	+49,842	New	+$2.36M	2.17%	13

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Elevate Wealth Advisory's VTIP Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q1 2026, buying an estimated $54.5K and bringing the position to 45,211 shares worth $2.26M. The position accounts for 1.43% of the portfolio, ranked #16.

Elevate Wealth Advisory first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2023. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Elevate Wealth Advisory held 45,211 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.26M as of Q1 2026.
Elevate Wealth Advisory bought 1,095 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $54.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.43% of Elevate Wealth Advisory's portfolio in Q1 2026, its #16 holding.
Elevate Wealth Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.37M in Q4 2023.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.