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 Q2	$2.38M	Buy	47,469 +2,258	+5%	+$114K	1.36%	16
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 $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

Elevate Wealth Advisory's VTIP Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5% in Q2 2026, buying an estimated $114K and bringing the position to 47,469 shares worth $2.38M. The position accounts for 1.36% of the portfolio, ranked #16.

Elevate Wealth Advisory first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Elevate Wealth Advisory held 47,469 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.38M as of Q2 2026.
Elevate Wealth Advisory bought 2,258 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $114K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.36% of Elevate Wealth Advisory's portfolio in Q2 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 11 quarters since.
951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.