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

EPG Wealth Management’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	$972K	Hold	19,361	–	–	0.23%	101
2026 Q1	$967K	Buy	19,361 +1,923	+11%	+$95.6K	0.26%	104
2025 Q4	$863K	Sell	17,438 -740	-4%	-$37K	0.23%	112
2025 Q3	$920K	Sell	18,178 -45,349	-71%	-$2.28M	0.25%	111
2025 Q2	$3.19M	Sell	63,527 -2,326	-4%	-$116K	0.96%	24
2025 Q1	$3.29M	Sell	65,853 -5,569	-8%	-$273K	0.91%	23
2024 Q4	$3.46M	Sell	71,422 -11,620	-14%	-$568K	0.91%	22
2024 Q3	$4.09M	Buy	+83,042	New	+$4.04M	1.03%	18
2024 Q2	–	Sell	-111,255	Closed	-$5.35M	–	15
2024 Q1	$5.33M	Sell	111,255 -7,127	-6%	-$339K	1.3%	14
2023 Q4	$5.61M	Sell	118,382 -73,155	-38%	-$3.47M	1.48%	12
2023 Q3	$9.06M	Sell	191,537 -5,690	-3%	-$269K	2.73%	5
2023 Q2	$9.35M	Sell	197,227 -4,514	-2%	-$215K	2.77%	5
2023 Q1	$9.65M	Sell	201,741 -6,290	-3%	-$296K	3.04%	5
2022 Q4	$9.72M	Sell	208,031 -29,057	-12%	-$1.38M	3.7%	5
2022 Q3	$11.4M	Sell	237,088 -66,223	-22%	-$3.28M	4.68%	5
2022 Q2	$15.2M	Sell	303,311 -7,546	-2%	-$382K	6.49%	1
2022 Q1	$15.9M	Buy	310,857 +17,622	+6%	+$904K	5.51%	4
2021 Q4	$15.1M	Buy	293,235 +35,346	+14%	+$1.84M	5.3%	4
2021 Q3	$13.6M	Buy	257,889 +35,110	+16%	+$1.84M	5.44%	3
2021 Q2	$11.7M	Buy	222,779 +40,956	+23%	+$2.13M	4.95%	3
2021 Q1	$9.37M	Buy	+181,823	New	+$9.35M	4.56%	5
2020 Q3	–	Sell	-57,426	Closed	-$2.88M	–	151
2020 Q2	$2.88M	Buy	57,426 +35,884	+167%	+$1.78M	2.04%	8
2020 Q1	$1.05M	Buy	21,542 +1,122	+5%	+$55.1K	0.77%	29
2019 Q4	$1.01M	Buy	+20,420	New	+$1.01M	0.74%	31

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

EPG Wealth Management's VTIP Position: Q2 2026 in Review

EPG Wealth Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 19,361 shares worth $972K. The position accounts for 0.23% of the portfolio, ranked #101.

EPG Wealth Management first reported a position in VTIP in Q4 2019 and has held it in 24 quarters since. The position peaked at $15.9M in Q1 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

EPG Wealth Management held 19,361 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $972K as of Q2 2026.
EPG Wealth Management 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 0.23% of EPG Wealth Management's portfolio in Q2 2026, its #101 holding.
EPG Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2019 and has held it in 24 quarters since.
EPG Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $15.9M in Q1 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.