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

FMB Wealth Management’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	$949K	Sell	18,884 -3,256	-15%	-$164K	0.35%	39
2026 Q1	$1.11M	Buy	22,140 +2,041	+10%	+$101K	0.46%	34
2025 Q4	$994K	Buy	20,099 +13,915	+225%	+$696K	0.39%	40
2025 Q3	$313K	Hold	6,184	–	–	0.13%	58
2025 Q2	$311K	Hold	6,184	–	–	0.15%	58
2025 Q1	$309K	Hold	6,184	–	–	0.17%	55
2024 Q4	$299K	Hold	6,184	–	–	0.17%	53
2024 Q3	$305K	Hold	6,184	–	–	0.17%	54
2024 Q2	$300K	Buy	6,184 +23	+0.4%	+$1.11K	0.23%	53
2024 Q1	$295K	Sell	6,161 -692	-10%	-$32.9K	0.24%	52
2023 Q4	$325K	Buy	6,853 +1,946	+40%	+$92.2K	0.3%	45
2023 Q3	$232K	Hold	4,907	–	–	0.25%	44
2023 Q2	$233K	Hold	4,907	–	–	0.25%	49
2023 Q1	$235K	Hold	4,907	–	–	0.28%	44
2022 Q4	$229K	Buy	+4,907	New	+$234K	0.3%	46

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

FMB Wealth Management's VTIP Position: Q2 2026 in Review

FMB Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q2 2026, selling an estimated $164K and leaving 18,884 shares worth $949K. The position accounts for 0.35% of the portfolio, ranked #39.

FMB Wealth Management first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2026. 947 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

FMB Wealth Management held 18,884 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $949K as of Q2 2026.
FMB Wealth Management sold 3,256 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $164K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.35% of FMB Wealth Management's portfolio in Q2 2026, its #39 holding.
FMB Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
FMB Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.11M in Q1 2026.
947 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.