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

Horizon Financial Services’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 		$862K Buy
17,152
+1,252
+8% +$62.9K 0.33% 40
2026
Q1 		$794K Buy
15,900
+6,060
+62% +$301K 0.35% 43
2025
Q4 		$487K Buy
9,840
+571
+6% +$28.6K 0.22% 47
2025
Q3 		$469K Sell
9,269
-4,588
-33% -$231K 0.22% 46
2025
Q2 		$697K Buy
13,857
+2,295
+20% +$115K 0.37% 41
2025
Q1 		$577K Buy
11,562
+1,085
+10% +$53.3K 0.32% 42
2024
Q4 		$507K Buy
10,477
+7,672
+274% +$375K 0.29% 42
2024
Q3 		$138K Sell
2,805
-269
-9% -$13.1K 0.08% 63
2024
Q2 		$149K Sell
3,074
-1,291
-30% -$62.1K 0.09% 55
2024
Q1 		$209K Sell
4,365
-3,736
-46% -$178K 0.13% 50
2023
Q4 		$385K Buy
8,101
+1,863
+30% +$88.3K 0.27% 42
2023
Q3 		$295K Buy
+6,238
New +$295K 0.24% 43
2022
Q3 		– Sell
-4,047
Closed -$203K – 60
2022
Q2 		$203K Buy
+4,047
New +$205K 0.16% 54
2022
Q1 		– Sell
-6,509
Closed -$335K – 116
2021
Q4 		$335K Sell
6,509
-588
-8% -$30.6K 0.2% 50
2021
Q3 		$373K Sell
7,097
-502
-7% -$26.3K 0.25% 50
2021
Q2 		$398K Buy
+7,599
New +$396K 0.29% 51

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Horizon Financial Services's VTIP Position: Q2 2026 in Review

Horizon Financial Services increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.9% in Q2 2026, buying an estimated $62.9K and bringing the position to 17,152 shares worth $862K. The position accounts for 0.33% of the portfolio, ranked #40.

Horizon Financial Services first reported a position in VTIP in Q2 2021 and has held it in 16 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Horizon Financial Services held 17,152 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $862K as of Q2 2026.
  • Horizon Financial Services bought 1,252 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $62.9K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.33% of Horizon Financial Services's portfolio in Q2 2026, its #40 holding.
  • Horizon Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2021 and has held it in 16 quarters since.
  • 477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.