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 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 $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Hershey Financial Advisers's VTIP Position: Q1 2026 in Review

Hershey Financial Advisers increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 83% in Q1 2026, buying an estimated $351K and bringing the position to 15,507 shares worth $775K. The position accounts for 0.67% of the portfolio, ranked #51.

Hershey Financial Advisers first reported a position in VTIP in Q2 2024 and has held it in 6 quarters since. The position peaked at $791K in Q2 2025. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Hershey Financial Advisers held 15,507 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $775K as of Q1 2026.
Hershey Financial Advisers bought 7,056 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $351K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.67% of Hershey Financial Advisers's portfolio in Q1 2026, its #51 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 6 quarters since.
Hershey Financial Advisers's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $791K in Q2 2025.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.