Focus Partners Wealth

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

Focus Partners 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 Q1	$230M	Buy	4,602,849 +348,132	+8%	+$17.3M	0.26%	87
2025 Q4	$210M	Buy	4,254,717 +669,831	+19%	+$33.5M	0.24%	86
2025 Q3	$182M	Buy	3,584,886 +351,336	+11%	+$17.7M	0.29%	68
2025 Q2	$163M	Buy	3,233,550 +130,290	+4%	+$6.51M	0.35%	55
2025 Q1	$155M	Buy	3,103,260 +170,542	+6%	+$8.37M	0.39%	54
2024 Q4	$142M	Buy	2,932,718 +445,129	+18%	+$21.7M	0.37%	51
2024 Q3	$123M	Buy	2,487,589 +2,231,343	+871%	+$109M	0.39%	56
2024 Q2	$12.4M	Buy	+256,246	New	+$12.3M	0.04%	326

Other funds holding VTIP

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return