Estate Counselors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Estate Counselors’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	$753K	Sell	14,985 -5	-0%	-$251	0.06%	70
2026 Q1	$749K	Buy	+14,990	New	+$745K	0.07%	71
2023 Q1	–	Sell	-180,225	Closed	-$8.42M	–	170
2022 Q4	$8.42M	Buy	180,225 +95,925	+114%	+$4.57M	1.18%	27
2022 Q3	$4.05M	Buy	+84,300	New	+$4.18M	0.63%	36
2022 Q1	–	Sell	-1,750	Closed	-$89K	–	176
2021 Q4	$89K	Hold	1,750	–	–	0.01%	131
2021 Q3	$92K	Sell	1,750 -22,100	-93%	-$1.16M	0.01%	144
2021 Q2	$1.25M	Buy	23,850 +8,100	+51%	+$422K	0.16%	71
2021 Q1	$812K	Hold	15,750	–	–	0.12%	114
2020 Q4	$805K	Sell	15,750 -17,000	-52%	-$865K	0.12%	86
2020 Q3	$1.67M	Hold	32,750	–	–	0.26%	56
2020 Q2	$1.64M	Sell	32,750 -19,000	-37%	-$944K	0.26%	65
2020 Q1	$2.52M	Buy	+51,750	New	+$2.54M	0.41%	53

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

Estate Counselors's VTIP Position: Q2 2026 in Review

Estate Counselors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.03% in Q2 2026, selling an estimated $251 and leaving 14,985 shares worth $753K. The position accounts for 0.06% of the portfolio, ranked #70.

Estate Counselors first reported a position in VTIP in Q1 2020 and has held it in 12 quarters since. The position peaked at $8.42M in Q4 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Estate Counselors held 14,985 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $753K as of Q2 2026.
Estate Counselors sold 5 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $251.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Estate Counselors's portfolio in Q2 2026, its #70 holding.
Estate Counselors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 12 quarters since.
Estate Counselors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.42M in Q4 2022.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.