EWA
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EverSource Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

EverSource Wealth Advisors’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
Q1 		$40.2K Sell
805
-115
-13% -$5.72K ﹤0.01% 2051
2025
Q4 		$45.5K Sell
920
-301
-25% -$15.1K ﹤0.01% 1804
2025
Q3 		$61.8K Buy
1,221
+970
+386% +$48.8K ﹤0.01% 1553
2025
Q2 		$12.6K Sell
251
-1,255
-83% -$62.7K ﹤0.01% 2651
2025
Q1 		$75.2K Sell
1,506
-4
-0.3% -$196 ﹤0.01% 1029
2024
Q4 		$73.1K Sell
1,510
-997
-40% -$48.7K ﹤0.01% 1029
2024
Q3 		$124K Buy
2,507
+1,254
+100% +$61.1K 0.01% 721
2024
Q2 		$60.9K Buy
1,253
+980
+359% +$47.1K ﹤0.01% 1002
2024
Q1 		$13.1K Sell
273
-646
-70% -$30.8K ﹤0.01% 1565
2023
Q4 		$43.6K Buy
919
+593
+182% +$28.1K ﹤0.01% 956
2023
Q3 		$15.4K Sell
326
-218
-40% -$10.3K ﹤0.01% 1228
2023
Q2 		$25.8K Buy
544
+251
+86% +$12K ﹤0.01% 1054
2023
Q1 		$14K Hold
293
– – ﹤0.01% 1225
2022
Q4 		$13.7K Sell
293
-33
-10% -$1.57K ﹤0.01% 1208
2022
Q3 		$16K Sell
326
-1,214
-79% -$60.1K ﹤0.01% 989
2022
Q2 		$77K Buy
1,540
+446
+41% +$22.6K 0.02% 460
2022
Q1 		$56K Sell
1,094
-13
-1% -$667 0.01% 449
2021
Q4 		$56K Buy
+1,107
New +$57.6K 0.02% 411

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's VTIP Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 13% in Q1 2026, selling an estimated $5.72K and leaving 805 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

EverSource Wealth Advisors first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $124K in Q3 2024. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • EverSource Wealth Advisors held 805 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $40.2K as of Q1 2026.
  • EverSource Wealth Advisors sold 115 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $5.72K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2051 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $124K in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.