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

Elevation Wealth Partners’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	$7.49K	Hold	149	–	–	﹤0.01%	906
2026 Q1	$7.44K	Hold	149	–	–	﹤0.01%	593
2025 Q4	$7.37K	Hold	149	–	–	﹤0.01%	543
2025 Q3	$7.54K	Hold	149	–	–	﹤0.01%	421
2025 Q2	$7.49K	Hold	149	–	–	﹤0.01%	385
2025 Q1	$7.44K	Sell	149 -180	-55%	-$8.84K	﹤0.01%	386
2024 Q4	$15.9K	Hold	329	–	–	0.01%	330
2024 Q3	$16.2K	Hold	329	–	–	0.01%	317
2024 Q2	$16K	Hold	329	–	–	0.01%	307
2024 Q1	$15.8K	Sell	329 -147	-31%	-$7K	0.01%	313
2023 Q4	$22.5K	Sell	476 -916	-66%	-$43.4K	0.01%	272
2023 Q3	$65.8K	Hold	1,392	–	–	0.06%	130
2023 Q2	$66K	Hold	1,392	–	–	0.06%	133
2023 Q1	$66.6K	Buy	+1,392	New	+$65.5K	0.06%	133

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

Elevation Wealth Partners's VTIP Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 149 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Elevation Wealth Partners first reported a position in VTIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $66.6K in Q1 2023. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Elevation Wealth Partners held 149 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.49K as of Q2 2026.
Elevation Wealth Partners 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 ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #906 holding.
Elevation Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $66.6K in Q1 2023.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.