Hershey Financial Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Hershey Financial Advisers’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	$579K	Sell	11,528 -3,979	-26%	-$200K	0.42%	60
2026 Q1	$775K	Buy	15,507 +7,056	+83%	+$351K	0.67%	51
2025 Q4	$418K	Sell	8,451 -2,434	-22%	-$122K	0.35%	72
2025 Q3	$551K	Sell	10,885 -4,851	-31%	-$244K	0.47%	57
2025 Q2	$791K	Buy	+15,736	New	+$786K	0.71%	50
2024 Q4	$700K	Buy	+14,449	New	+$706K	0.62%	48
2024 Q2	$318K	Buy	+6,547	New	+$315K	0.29%	47

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

Hershey Financial Advisers's VTIP Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 26% in Q2 2026, selling an estimated $200K and leaving 11,528 shares worth $579K. The position accounts for 0.42% of the portfolio, ranked #60.

Hershey Financial Advisers first reported a position in VTIP in Q2 2024 and has held it in 7 quarters since. The position peaked at $791K in Q2 2025. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Hershey Financial Advisers held 11,528 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $579K as of Q2 2026.
Hershey Financial Advisers sold 3,979 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $200K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.42% of Hershey Financial Advisers's portfolio in Q2 2026, its #60 holding.
Hershey Financial Advisers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $791K in Q2 2025.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.