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

Greystone 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 		$17.3M Sell
345,296
-7,670
-2% -$386K 4.85% 2
2026
Q1 		$17.6M Sell
352,966
-228,925
-39% -$11.4M 4.99% 2
2025
Q4 		$28.8M Sell
581,891
-10,252
-2% -$513K 4.49% 4
2025
Q3 		$30M Sell
592,143
-105,318
-15% -$5.3M 4.65% 2
2025
Q2 		$35.1M Buy
697,461
+676,593
+3,242% +$33.8M 5.77% 1
2025
Q1 		$1.04M Sell
20,868
-3,610
-15% -$177K 0.19% 68
2024
Q4 		$1.19M Buy
24,478
+5,537
+29% +$271K 0.21% 61
2024
Q3 		$934K Buy
+18,941
New +$922K 0.17% 67
2024
Q1 		– Sell
-117,552
Closed -$5.58M – 120
2023
Q4 		$5.58M Sell
117,552
-99,706
-46% -$4.72M 1.29% 36
2023
Q3 		$10.3M Buy
217,258
+62,380
+40% +$2.95M 2.56% 8
2023
Q2 		$7.34M Sell
154,878
-38,174
-20% -$1.82M 1.7% 23
2023
Q1 		$9.23M Buy
193,052
+40,471
+27% +$1.91M 2.33% 8
2022
Q4 		$7.13M Sell
152,581
-533
-0.3% -$25.4K 2.09% 31
2022
Q3 		$7.37M Buy
+153,114
New +$7.59M 2.5% 14

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KA
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
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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Greystone Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.2% in Q2 2026, selling an estimated $386K and leaving 345,296 shares worth $17.3M. The position accounts for 4.85% of the portfolio, ranked #2.

Greystone Financial Group first reported a position in VTIP in Q3 2022 and has held it in 14 quarters since. The position peaked at $35.1M in Q2 2025. 485 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Greystone Financial Group held 345,296 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $17.3M as of Q2 2026.
  • Greystone Financial Group sold 7,670 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $386K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.85% of Greystone Financial Group's portfolio in Q2 2026, its #2 holding.
  • Greystone Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 14 quarters since.
  • Greystone Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $35.1M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.