Heritage Wealth Management (Ohio)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Heritage Wealth Management (Ohio)’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	$400K	Buy	+7,967	New	+$400K	0.1%	190
2026 Q1	–	Sell	-7,888	Closed	-$390K	–	256
2025 Q4	$390K	Buy	+7,888	New	+$394K	0.11%	179

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

Heritage Wealth Management (Ohio)'s VTIP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 7,967 shares worth $400K. The stake represents 0.1% of the portfolio and ranks #190 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VTIP as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VTIP in Q4 2025 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Heritage Wealth Management (Ohio) held 7,967 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $400K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #190 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 2 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.