GWN Securities’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

GWN Securities’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	$200K	Buy	+3,986	New	+$200K	0.03%	482
2026 Q1	–	Sell	-4,157	Closed	-$206K	–	494
2025 Q4	$206K	Sell	4,157 -588	-12%	-$29.4K	0.04%	425
2025 Q3	$240K	Sell	4,745 -3,749	-44%	-$189K	0.06%	325
2025 Q2	$427K	Sell	8,494 -46,192	-84%	-$2.31M	0.08%	237
2025 Q1	$2.72M	Buy	54,686 +47,890	+705%	+$2.35M	0.15%	164
2024 Q4	$331K	Buy	+6,796	New	+$332K	0.09%	224

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

GWN Securities's VTIP Position: Q2 2026 in Review

GWN Securities opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 3,986 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #482 among its holdings. This is a return to the name: GWN Securities previously reported a position in VTIP as recently as Q4 2025.

GWN Securities first reported a position in VTIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.72M in Q1 2025. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

GWN Securities held 3,986 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $200K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new GWN Securities position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of GWN Securities's portfolio in Q2 2026, its #482 holding.
GWN Securities first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 6 quarters since.
GWN Securities's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.72M in Q1 2025.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.