Empowered Funds’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Empowered Funds’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	$62.3M	Sell	1,258,283 -89,482	-7%	-$4.5M	0.33%	43
2026 Q1	$67.3M	Buy	+1,347,765	New	+$67M	0.43%	24
2025 Q2	–	Sell	-628,930	Closed	-$31.3M	–	1863
2025 Q1	$31.3M	Buy	+628,930	New	+$30.9M	0.45%	23
2023 Q2	–	Sell	-253,770	Closed	-$12.1M	–	1186
2023 Q1	$12.1M	Buy	+253,770	New	+$11.9M	0.72%	21
2022 Q3	–	Sell	-577,276	Closed	-$28.5M	–	384
2022 Q2	$28.5M	Buy	577,276 +200,954	+53%	+$10.2M	3.68%	2
2022 Q1	$19.1M	Buy	376,322 +61,157	+19%	+$3.14M	2.09%	7
2021 Q4	$16.2M	Sell	315,165 -78,346	-20%	-$4.08M	1.83%	7
2021 Q3	$20.3M	Buy	+393,511	New	+$20.6M	2.61%	6

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

Empowered Funds's VTIP Position: Q2 2026 in Review

Empowered Funds reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.6% in Q2 2026, selling an estimated $4.5M and leaving 1,258,283 shares worth $62.3M. The position accounts for 0.33% of the portfolio, ranked #43.

Empowered Funds first reported a position in VTIP in Q3 2021 and has held it in 8 quarters since. The position peaked at $67.3M in Q1 2026. 949 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Empowered Funds held 1,258,283 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $62.3M as of Q2 2026.
Empowered Funds sold 89,482 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $4.5M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.33% of Empowered Funds's portfolio in Q2 2026, its #43 holding.
Empowered Funds first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 8 quarters since.
Empowered Funds's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $67.3M in Q1 2026.
949 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.