GWM
VTIP icon

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

Global Wealth 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 		$6.67M Buy
132,699
+1,819
+1% +$91.4K 3.39% 10
2026
Q1 		$6.54M Buy
+130,880
New +$6.51M 3.56% 10

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Global Wealth Management's VTIP Position: Q2 2026 in Review

Global Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.4% in Q2 2026, buying an estimated $91.4K and bringing the position to 132,699 shares worth $6.67M. The position accounts for 3.39% of the portfolio, ranked #10.

Global Wealth Management first reported a position in VTIP in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Global Wealth Management held 132,699 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.67M as of Q2 2026.
  • Global Wealth Management bought 1,819 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $91.4K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.39% of Global Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Global Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.