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

Evanson Financial’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	$2.07M	Buy	+41,118	New	+$2.07M	0.1%	96

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

Evanson Financial's VTIP Position: Q2 2026 in Review

Evanson Financial opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 41,118 shares worth $2.07M. The stake represents 0.1% of the portfolio and ranks #96 among its holdings.

948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Evanson Financial held 41,118 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.07M as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Evanson Financial position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Evanson Financial's portfolio in Q2 2026, its #96 holding.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.