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

Envision Financial’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	-10,584	Closed	-$524K	–	47
2025 Q4	$524K	Sell	10,584 -1,715	-14%	-$85.8K	0.28%	38
2025 Q3	$623K	Buy	12,299 +865	+8%	+$43.5K	0.36%	34
2025 Q2	$575K	Sell	11,434 -518	-4%	-$25.9K	0.38%	34
2025 Q1	$596K	Buy	+11,952	New	+$587K	0.45%	31

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

Envision Financial's VTIP Position: Q1 2026 in Review

Envision Financial sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 10,584 shares — an estimated $524K sold.

Envision Financial first reported a position in VTIP in Q1 2025 and held it in 4 quarters. The position peaked at $623K in Q3 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Envision Financial reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
Envision Financial sold 10,584 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $524K.
Envision Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 4 quarters.
Envision Financial's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $623K in Q3 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Envision Financial's 13F filing for Q1 2026, filed 16 Apr 2026.