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

Essex Financial Services’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	$261K	Hold	5,196	–	–	0.01%	695
2026 Q1	$260K	Hold	5,196	–	–	0.01%	660
2025 Q4	$257K	Sell	5,196 -10,514	-67%	-$526K	0.01%	661
2025 Q3	$795K	Hold	15,710	–	–	0.05%	324
2025 Q2	$790K	Sell	15,710 -600	-4%	-$30K	0.05%	310
2025 Q1	$814K	Sell	16,310 -1,100	-6%	-$54K	0.06%	278
2024 Q4	$843K	Hold	17,410	–	–	0.06%	264
2024 Q3	$851K	Buy	17,410 +5,000	+40%	+$243K	0.06%	276
2024 Q2	$602K	Sell	12,410 -13,100	-51%	-$630K	0.04%	336
2024 Q1	$1.22M	Sell	25,510 -242	-0.9%	-$11.5K	0.11%	180
2023 Q4	$1.22M	Sell	25,752 -401	-2%	-$19K	0.13%	158
2023 Q3	$1.24M	Hold	26,153	–	–	0.14%	147
2023 Q2	$1.24M	Sell	26,153 -4,100	-14%	-$195K	0.14%	148
2023 Q1	$1.45M	Sell	30,253 -1,896	-6%	-$89.3K	0.15%	139
2022 Q4	$1.5M	Sell	32,149 -4,975	-13%	-$237K	0.16%	129
2022 Q3	$1.79M	Sell	37,124 -3,867	-9%	-$192K	0.21%	108
2022 Q2	$2.05M	Buy	40,991 +20,420	+99%	+$1.03M	0.23%	103
2022 Q1	$1.05M	Buy	+20,571	New	+$1.06M	0.1%	195

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Essex Financial Services's VTIP Position: Q2 2026 in Review

Essex Financial Services held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 5,196 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #695.

Essex Financial Services first reported a position in VTIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.05M in Q2 2022. 786 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Essex Financial Services held 5,196 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $261K as of Q2 2026.
Essex Financial Services 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 Essex Financial Services's portfolio in Q2 2026, its #695 holding.
Essex Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 18 quarters since.
Essex Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.05M in Q2 2022.
786 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.