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

Fortune Financial 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	$3.86M	Buy	76,835 +7,011	+10%	+$352K	1.65%	13
2026 Q1	$3.49M	Buy	69,824 +3,034	+5%	+$151K	1.78%	12
2025 Q4	$3.3M	Buy	66,790 +3,934	+6%	+$197K	2.23%	13
2025 Q3	$3.18M	Buy	62,856 +1,167	+2%	+$58.7K	2.39%	10
2025 Q2	$3.1M	Buy	61,689 +4,092	+7%	+$204K	2.49%	10
2025 Q1	$2.87M	Buy	57,597 +4,641	+9%	+$228K	2.48%	9
2024 Q4	$2.56M	Buy	52,956 +9,173	+21%	+$448K	2.33%	12
2024 Q3	$2.16M	Buy	43,783 +2,654	+6%	+$129K	1.96%	16
2024 Q2	$2M	Buy	41,129 +3,192	+8%	+$154K	1.22%	24
2024 Q1	$1.82M	Buy	37,937 +5,430	+17%	+$258K	1.15%	24
2023 Q4	$1.54M	Buy	32,507 +3,952	+14%	+$187K	1.08%	28
2023 Q3	$1.35M	Buy	28,555 +2,287	+9%	+$108K	1.03%	29
2023 Q2	$1.25M	Buy	+26,268	New	+$1.25M	0.93%	36

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

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

Fortune Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, buying an estimated $352K and bringing the position to 76,835 shares worth $3.86M. The position accounts for 1.65% of the portfolio, ranked #13.

Fortune Financial Advisors first reported a position in VTIP in Q2 2023 and has held it in 13 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Fortune Financial Advisors held 76,835 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.86M as of Q2 2026.
Fortune Financial Advisors bought 7,011 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $352K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.65% of Fortune Financial Advisors's portfolio in Q2 2026, its #13 holding.
Fortune Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 13 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.