FWP
VTIP icon

Family Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Family Wealth Partners’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 		$7.96M Buy
158,373
+6,082
+4% +$306K 2.44% 14
2026
Q1 		$7.61M Buy
152,291
+18,375
+14% +$914K 2.6% 13
2025
Q4 		$6.62M Buy
133,916
+6,517
+5% +$326K 2.39% 14
2025
Q3 		$6.45M Buy
127,399
+5,386
+4% +$271K 2.42% 14
2025
Q2 		$6.13M Buy
122,013
+6,039
+5% +$302K 2.45% 14
2025
Q1 		$5.79M Buy
115,974
+7,434
+7% +$365K 2.64% 14
2024
Q4 		$5.26M Buy
108,540
+14,413
+15% +$704K 2.5% 15
2024
Q3 		$4.64M Sell
94,127
-928
-1% -$45.2K 2.37% 16
2024
Q2 		$4.61M Buy
95,055
+9,732
+11% +$468K 2.39% 16
2024
Q1 		$4.09M Buy
85,323
+27,494
+48% +$1.31M 2.32% 16
2023
Q4 		$2.75M Buy
+57,829
New +$2.74M 2.12% 20

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Family Wealth Partners's VTIP Position: Q2 2026 in Review

Family Wealth Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4% in Q2 2026, buying an estimated $306K and bringing the position to 158,373 shares worth $7.96M. The position accounts for 2.44% of the portfolio, ranked #14.

Family Wealth Partners first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Family Wealth Partners held 158,373 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.96M as of Q2 2026.
  • Family Wealth Partners bought 6,082 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $306K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.44% of Family Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Family Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.