Foundation Wealth Management (Pennsylvania)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 Q3	$985K	Sell	20,003 -312	-2%	-$15.5K	0.33%	41
2026 Q2	$1.02M	Buy	20,315 +1	+0%	+$50	0.31%	41
2026 Q1	$1.01M	Sell	20,314 -8,194	-29%	-$407K	0.36%	40
2025 Q4	$1.41M	Sell	28,508 -54,084	-65%	-$2.7M	0.51%	36
2025 Q3	$4.18M	Sell	82,592 -49,353	-37%	-$2.48M	1.62%	17
2025 Q2	$6.63M	Sell	131,945 -145	-0.1%	-$7.24K	2.87%	12
2025 Q1	$6.59M	Sell	132,090 -7,867	-6%	-$386K	3.14%	9
2024 Q4	$6.78M	Buy	+139,957	New	+$6.84M	3.28%	8

Other funds holding VTIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s VTIP Position: Q3 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q3 2026, selling an estimated $15.5K and leaving 20,003 shares worth $985K. The position accounts for 0.33% of the portfolio, ranked #41.

Foundation Wealth Management (Pennsylvania) first reported a position in VTIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.78M in Q4 2024. 777 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Foundation Wealth Management (Pennsylvania) held 20,003 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $985K as of Q3 2026.
Foundation Wealth Management (Pennsylvania) sold 312 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $15.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.33% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q3 2026, its #41 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 8 quarters since.
Foundation Wealth Management (Pennsylvania)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.78M in Q4 2024.
777 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.