HMV Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

HMV Wealth Advisors’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	$1.01M	Buy	20,128 +2,941	+17%	+$148K	0.39%	39
2026 Q1	$858K	Buy	17,187 +1,015	+6%	+$50.5K	0.4%	35
2025 Q4	$800K	Buy	16,172 +2,052	+15%	+$103K	0.4%	37
2025 Q3	$715K	Buy	14,120 +1,580	+13%	+$79.5K	0.39%	38
2025 Q2	$630K	Buy	12,540 +2,580	+26%	+$129K	0.41%	42
2025 Q1	$497K	Buy	9,960 +1,260	+14%	+$61.8K	0.39%	51
2024 Q4	$421K	Buy	+8,700	New	+$425K	0.42%	55

Other funds holding VTIP

EWM

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

HMV Wealth Advisors's VTIP Position: Q2 2026 in Review

HMV Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q2 2026, buying an estimated $148K and bringing the position to 20,128 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #39.

HMV Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

HMV Wealth Advisors held 20,128 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.01M as of Q2 2026.
HMV Wealth Advisors bought 2,941 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $148K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.39% of HMV Wealth Advisors's portfolio in Q2 2026, its #39 holding.
HMV Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.