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

Flywheel Private Wealth’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	$369K	Sell	7,343 -1	-0%	-$50	0.18%	60
2026 Q1	$367K	Sell	7,344 -181	-2%	-$9K	0.21%	63
2025 Q4	$372K	Hold	7,525	–	–	0.23%	50
2025 Q3	$381K	Sell	7,525 -218	-3%	-$11K	0.3%	47
2025 Q2	$389K	Hold	7,743	–	–	0.31%	45
2025 Q1	$386K	Hold	7,743	–	–	0.35%	46
2024 Q4	$375K	Buy	+7,743	New	+$378K	0.34%	48

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

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

Garde Capital Seattle, Washington $2.23B AUM 16.29% 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

Flywheel Private Wealth's VTIP Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.01% in Q2 2026, selling an estimated $50 and leaving 7,343 shares worth $369K. The position accounts for 0.18% of the portfolio, ranked #60.

Flywheel Private Wealth first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q2 2025. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Flywheel Private Wealth held 7,343 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $369K as of Q2 2026.
Flywheel Private Wealth sold 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q2 2026, an estimated $50.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.18% of Flywheel Private Wealth's portfolio in Q2 2026, its #60 holding.
Flywheel Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $389K in Q2 2025.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.