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

Foundations Investment 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	$1.75M	Buy	34,897 +8,148	+30%	+$410K	0.02%	437
2026 Q1	$1.34M	Buy	26,749 +7,606	+40%	+$378K	0.02%	449
2025 Q4	$947K	Sell	19,143 -898	-4%	-$44.9K	0.01%	527
2025 Q3	$1.01M	Buy	20,041 +3,976	+25%	+$200K	0.01%	466
2025 Q2	$808K	Sell	16,065 -43,547	-73%	-$2.17M	0.01%	477
2025 Q1	$2.97M	Buy	59,612 +28,341	+91%	+$1.39M	0.05%	250
2024 Q4	$1.51M	Buy	31,271 +13,735	+78%	+$671K	0.03%	335
2024 Q3	$865K	Sell	17,536 -572	-3%	-$27.9K	0.02%	389
2024 Q2	$879K	Sell	18,108 -6,893	-28%	-$331K	0.02%	360
2024 Q1	$1.2M	Sell	25,001 -5,582	-18%	-$266K	0.03%	295
2023 Q4	$1.46M	Sell	30,583 -13,302	-30%	-$630K	0.04%	262
2023 Q3	$2.07M	Buy	43,885 +14,826	+51%	+$701K	0.06%	214
2023 Q2	$1.38M	Buy	29,059 +6,339	+28%	+$302K	0.05%	225
2023 Q1	$1.09M	Buy	22,720 +1,892	+9%	+$89.1K	0.04%	225
2022 Q4	$973K	Buy	+20,828	New	+$992K	0.04%	202
2022 Q3	–	Sell	-33,550	Closed	-$1.66M	–	444
2022 Q2	$1.66M	Buy	+33,550	New	+$1.7M	0.07%	108
2021 Q3	–	Sell	-4,746	Closed	-$247K	–	339
2021 Q2	$247K	Buy	+4,746	New	+$247K	0.01%	258

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

Foundations Investment Advisors's VTIP Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 30% in Q2 2026, buying an estimated $410K and bringing the position to 34,897 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #437.

Foundations Investment Advisors first reported a position in VTIP in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.97M in Q1 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Foundations Investment Advisors held 34,897 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.75M as of Q2 2026.
Foundations Investment Advisors bought 8,148 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $410K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #437 holding.
Foundations Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 17 quarters since.
Foundations Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.97M in Q1 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.