HBW Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

HBW Advisory Services’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	$846K	Buy	16,841 +7,920	+89%	+$398K	0.08%	220
2026 Q1	$446K	Sell	8,921 -1,970	-18%	-$98K	0.05%	299
2025 Q4	$539K	Sell	10,891 -67	-0.6%	-$3.35K	0.06%	272
2025 Q3	$555K	Sell	10,958 -1,416	-11%	-$71.3K	0.06%	247
2025 Q2	$622K	Buy	12,374 +5,237	+73%	+$262K	0.08%	220
2025 Q1	$356K	Buy	+7,137	New	+$350K	0.05%	256
2024 Q2	–	Sell	-14,845	Closed	-$705K	–	370
2024 Q1	$705K	Hold	14,845	–	–	0.13%	151
2023 Q4	$705K	Sell	14,845 -1,083	-7%	-$51.3K	0.13%	151
2023 Q3	$753K	Sell	15,928 -8,833	-36%	-$417K	0.16%	140
2023 Q2	$1.17M	Sell	24,761 -3,355	-12%	-$160K	0.25%	93
2023 Q1	$1.34M	Buy	28,116 +23,780	+548%	+$1.12M	0.34%	84
2022 Q4	$203K	Sell	4,336 -44,722	-91%	-$2.13M	0.05%	246
2022 Q3	$2.36M	Sell	49,058 -3,097	-6%	-$153K	0.66%	52
2022 Q2	$2.61M	Sell	52,155 -120,177	-70%	-$6.08M	0.68%	52
2022 Q1	$8.82M	Buy	172,332 +42,534	+33%	+$2.18M	3.1%	3
2021 Q4	$6.67M	Buy	129,798 +25,163	+24%	+$1.31M	1.55%	8
2021 Q3	$5.5M	Buy	+104,635	New	+$5.49M	1.42%	10

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

HBW Advisory Services's VTIP Position: Q2 2026 in Review

HBW Advisory Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 89% in Q2 2026, buying an estimated $398K and bringing the position to 16,841 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #220.

HBW Advisory Services first reported a position in VTIP in Q3 2021 and has held it in 17 quarters since. The position peaked at $8.82M in Q1 2022. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

HBW Advisory Services held 16,841 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $846K as of Q2 2026.
HBW Advisory Services bought 7,920 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $398K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of HBW Advisory Services's portfolio in Q2 2026, its #220 holding.
HBW Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2021 and has held it in 17 quarters since.
HBW Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $8.82M in Q1 2022.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.