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

HBE 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 		$8.97M Buy
178,545
+10,751
+6% +$540K 6.44% 6
2026
Q1 		$8.38M Sell
167,794
-1,858
-1% -$92.4K 7.31% 5
2025
Q4 		$8.39M Buy
+169,652
New +$8.48M 7.89% 5

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

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

HBE Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.4% in Q2 2026, buying an estimated $540K and bringing the position to 178,545 shares worth $8.97M. The position accounts for 6.44% of the portfolio, ranked #6.

HBE Wealth Management first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • HBE Wealth Management held 178,545 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.97M as of Q2 2026.
  • HBE Wealth Management bought 10,751 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $540K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 6.44% of HBE Wealth Management's portfolio in Q2 2026, its #6 holding.
  • HBE Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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