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

Frisch Financial Group’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	$445K	Buy	8,859 +3,921	+79%	+$197K	0.08%	116
2026 Q1	$247K	Sell	4,938 -2,554	-34%	-$127K	0.05%	151
2025 Q4	$371K	Buy	7,492 +246	+3%	+$12.3K	0.08%	109
2025 Q3	$367K	Buy	+7,246	New	+$365K	0.09%	107
2019 Q2	–	Sell	-15,907	Closed	-$774K	–	108
2019 Q1	$774K	Sell	15,907 -8,274	-34%	-$399K	0.47%	42
2018 Q4	$1.16M	Buy	+24,181	New	+$1.16M	0.81%	29

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

Frisch Financial Group's VTIP Position: Q2 2026 in Review

Frisch Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 79% in Q2 2026, buying an estimated $197K and bringing the position to 8,859 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #116.

Frisch Financial Group first reported a position in VTIP in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2018. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Frisch Financial Group held 8,859 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $445K as of Q2 2026.
Frisch Financial Group bought 3,921 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $197K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Frisch Financial Group's portfolio in Q2 2026, its #116 holding.
Frisch Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 6 quarters since.
Frisch Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.16M in Q4 2018.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.