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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
Q1 		– Sell
-7,888
Closed -$390K – 256
2025
Q4 		$390K Buy
+7,888
New +$394K 0.11% 179

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Heritage Wealth Management (Ohio)'s VTIP Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2026, closing a stake of 7,888 shares — an estimated $390K sold.

Heritage Wealth Management (Ohio) first reported a position in VTIP in Q4 2025 and held it in 1 quarter. The position peaked at $390K in Q4 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 7,888 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $390K.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $390K in Q4 2025.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.