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

EP Wealth Advisors’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 		$31M Buy
617,814
+295,895
+92% +$14.9M 0.12% 134
2026
Q1 		$16.1M Sell
321,919
-200,502
-38% -$9.97M 0.08% 161
2025
Q4 		$25.8M Buy
+522,421
New +$26.1M 0.13% 110
2025
Q2 		$287K Sell
5,708
-718
-11% -$35.9K ﹤0.01% 1045
2025
Q1 		$321K Buy
6,426
+710
+12% +$34.9K ﹤0.01% 884
2024
Q4 		$277K Sell
5,716
-8,463
-60% -$413K ﹤0.01% 907
2024
Q3 		$699K Buy
14,179
+7,502
+112% +$365K 0.01% 587
2024
Q2 		$324K Buy
6,677
+2,481
+59% +$119K ﹤0.01% 635
2024
Q1 		$201K Buy
+4,196
New +$200K ﹤0.01% 736
2023
Q4 		– Sell
-4,598
Closed -$217K – 841
2023
Q3 		$217K Buy
4,598
+2,097
+84% +$99.1K ﹤0.01% 646
2023
Q2 		$865K Sell
2,501
-107,904
-98% -$5.14M 0.01% 357
2023
Q1 		$22.5M Buy
+110,405
New +$5.2M 0.39% 59
2022
Q4 		– Sell
-10,844
Closed -$522K – 643
2022
Q3 		$522K Buy
10,844
+1,671
+18% +$82.8K 0.01% 278
2022
Q2 		$460K Sell
9,173
-3,425
-27% -$173K 0.01% 389
2022
Q1 		$645K Buy
12,598
+7,299
+138% +$374K 0.01% 331
2021
Q4 		$272K Buy
5,299
+515
+11% +$26.8K 0.01% 476
2021
Q3 		$252K Buy
4,784
+40
+0.8% +$2.1K 0.01% 470
2021
Q2 		$249K Sell
4,744
-4,662
-50% -$243K 0.01% 482
2021
Q1 		$485K Buy
9,406
+3,967
+73% +$204K 0.02% 327
2020
Q4 		$278K Buy
5,439
+33
+0.6% +$1.68K 0.01% 354
2020
Q3 		$276K Buy
+5,406
New +$274K 0.01% 300
2020
Q2 		– Sell
-7,201
Closed -$358K – 296
2020
Q1 		$351K Buy
+7,201
New +$354K 0.02% 296

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

EP Wealth Advisors's VTIP Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 92% in Q2 2026, buying an estimated $14.9M and bringing the position to 617,814 shares worth $31M. The position accounts for 0.12% of the portfolio, ranked #134.

EP Wealth Advisors first reported a position in VTIP in Q1 2020 and has held it in 22 quarters since. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • EP Wealth Advisors held 617,814 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $31M as of Q2 2026.
  • EP Wealth Advisors bought 295,895 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $14.9M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.12% of EP Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • EP Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 22 quarters since.
  • 946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.