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

Ethos Financial Group’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 		$10.1M Sell
202,806
-19,650
-9% -$988K 0.67% 35
2026
Q1 		$11.1M Buy
222,456
+12,586
+6% +$626K 0.81% 26
2025
Q4 		$10.4M Buy
209,870
+45,003
+27% +$2.25M 0.77% 32
2025
Q3 		$8.35M Buy
164,867
+6,193
+4% +$312K 0.66% 39
2025
Q2 		$7.97M Buy
158,674
+43,910
+38% +$2.19M 0.69% 36
2025
Q1 		$5.56M Buy
114,764
+3,145
+3% +$154K 0.53% 48
2024
Q4 		$5.4M Buy
111,619
+5,286
+5% +$258K 0.7% 40
2024
Q3 		$5.24M Sell
106,333
-896
-0.8% -$43.6K 0.86% 33
2024
Q2 		$5.2M Buy
107,229
+1,025
+1% +$49.3K 0.92% 32
2024
Q1 		$5.08M Buy
106,204
+5,826
+6% +$277K 0.96% 32
2023
Q4 		$4.76M Sell
100,378
-125,510
-56% -$5.95M 1.01% 29
2023
Q3 		$12.1M Sell
225,888
-27,974
-11% -$1.32M 3.13% 5
2023
Q2 		$12.1M Hold
253,862
– – 4.1% 4
2023
Q1 		$12.1M Sell
253,862
-246
-0.1% -$11.6K 3.78% 4
2022
Q4 		$11.9M Buy
+254,108
New +$12.1M 4.02% 5

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

Ethos Financial Group's VTIP Position: Q2 2026 in Review

Ethos Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 8.8% in Q2 2026, selling an estimated $988K and leaving 202,806 shares worth $10.1M. The position accounts for 0.67% of the portfolio, ranked #35.

Ethos Financial Group first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q2 2023. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Ethos Financial Group held 202,806 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.1M as of Q2 2026.
  • Ethos Financial Group sold 19,650 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $988K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.67% of Ethos Financial Group's portfolio in Q2 2026, its #35 holding.
  • Ethos Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.1M in Q2 2023.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.