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

Forum Financial 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	$3.24M	Buy	64,525 +36,008	+126%	+$1.81M	0.04%	68
2026 Q1	$1.42M	Buy	28,517 +53	+0.2%	+$2.64K	0.02%	102
2025 Q4	$1.41M	Sell	28,464 -132	-0.5%	-$6.6K	0.02%	185
2025 Q3	$1.45M	Buy	28,596 +816	+3%	+$41.1K	0.02%	178
2025 Q2	$1.4M	Buy	27,780 +5,630	+25%	+$281K	0.02%	166
2025 Q1	$1.11M	Buy	22,150 +17,980	+431%	+$883K	0.02%	186
2024 Q4	$202K	Buy	+4,170	New	+$204K	﹤0.01%	846

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

Forum Financial Management's VTIP Position: Q2 2026 in Review

Forum Financial Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 126% in Q2 2026, buying an estimated $1.81M and bringing the position to 64,525 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #68.

Forum Financial Management first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Forum Financial Management held 64,525 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.24M as of Q2 2026.
Forum Financial Management bought 36,008 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.81M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Forum Financial Management's portfolio in Q2 2026, its #68 holding.
Forum Financial Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.