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

Global Wealth Strategies & Associates’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	–	Sell	-1	Closed	-$50	–	466
2026 Q1	$50	Hold	1	–	–	﹤0.01%	528
2025 Q4	$49	Hold	1	–	–	﹤0.01%	537
2025 Q3	$51	Hold	1	–	–	﹤0.01%	482
2025 Q2	$50	Hold	1	–	–	﹤0.01%	371
2025 Q1	$50	Hold	1	–	–	﹤0.01%	465
2024 Q4	$48	Hold	1	–	–	﹤0.01%	392
2024 Q3	$49	Hold	1	–	–	﹤0.01%	362
2024 Q2	$49	Sell	1 -44	-98%	-$2.12K	﹤0.01%	335
2024 Q1	$2.15K	Buy	45 +44	+4,400%	+$2.1K	﹤0.01%	280
2023 Q4	$49	Hold	1	–	–	﹤0.01%	315
2023 Q3	$49	Hold	1	–	–	﹤0.01%	323
2023 Q2	$49	Hold	1	–	–	﹤0.01%	305
2023 Q1	$50	Sell	1 -1	-50%	-$47	﹤0.01%	331
2022 Q4	$95	Buy	+2	New	+$95	﹤0.01%	324

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

Global Wealth Strategies & Associates's VTIP Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 1 share — an estimated $50 sold.

Global Wealth Strategies & Associates first reported a position in VTIP in Q4 2022 and held it in 14 quarters. The position peaked at $2.15K in Q1 2024. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1 Vanguard Short-Term Inflation-Protected Securities Index Fund share in Q2 2026, an estimated $50.
Global Wealth Strategies & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.15K in Q1 2024.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.