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

Financial Life 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 Q2	$3.17M	Buy	63,091 +1,598	+3%	+$80.3K	0.9%	23
2026 Q1	$3.07M	Buy	61,493 +406	+0.7%	+$20.2K	0.96%	22
2025 Q4	$3.02M	Buy	61,087 +3,496	+6%	+$175K	0.93%	22
2025 Q3	$2.92M	Buy	57,591 +3,642	+7%	+$183K	0.94%	22
2025 Q2	$2.71M	Buy	53,949 +7,193	+15%	+$359K	0.93%	23
2025 Q1	$2.33M	Buy	+46,756	New	+$2.3M	0.87%	24
2023 Q1	–	Sell	-37,351	Closed	-$1.74M	–	78
2022 Q4	$1.74M	Buy	37,351 +31,144	+502%	+$1.48M	0.8%	30
2022 Q3	$299K	Buy	+6,207	New	+$307K	0.15%	54

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Life Advisors's VTIP Position: Q2 2026 in Review

Financial Life Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.6% in Q2 2026, buying an estimated $80.3K and bringing the position to 63,091 shares worth $3.17M. The position accounts for 0.9% of the portfolio, ranked #23.

Financial Life Advisors first reported a position in VTIP in Q3 2022 and has held it in 8 quarters since. 461 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Financial Life Advisors held 63,091 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.17M as of Q2 2026.
Financial Life Advisors bought 1,598 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $80.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.9% of Financial Life Advisors's portfolio in Q2 2026, its #23 holding.
Financial Life Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 8 quarters since.
461 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.