HIW
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Holos Integrated Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Holos Integrated Wealth’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 		$9.93K Hold
200
– – ﹤0.01% 264
2026
Q1 		$10K Buy
+200
New +$9.95K 0.01% 259

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
AI
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
FC
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

Holos Integrated Wealth's VTIP Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 200 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Holos Integrated Wealth first reported a position in VTIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $10K in Q1 2026. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Holos Integrated Wealth held 200 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.93K as of Q2 2026.
  • Holos Integrated Wealth left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #264 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10K in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.