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 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Foundation Wealth Management (Pennsylvania)'s VTIP Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0% in Q2 2026, buying an estimated $50 and bringing the position to 20,315 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #41.

Foundation Wealth Management (Pennsylvania) first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.78M in Q4 2024. 538 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 20,315 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.02M as of Q2 2026.
Foundation Wealth Management (Pennsylvania) bought 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q2 2026, an estimated $50.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.31% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 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 7 quarters since.
Foundation Wealth Management (Pennsylvania)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $6.78M in Q4 2024.
538 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.