Independent Advisor Alliance’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Independent Advisor Alliance’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	–	Sell	-15,923	Closed	-$795K	–	1628
2026 Q1	$795K	Buy	+15,923	New	+$792K	0.01%	943
2022 Q1	–	Sell	-8,174	Closed	-$420K	–	741
2021 Q4	$420K	Buy	8,174 +378	+5%	+$19.7K	0.02%	437
2021 Q3	$410K	Buy	+7,796	New	+$409K	0.02%	420
2019 Q2	–	Sell	-4,248	Closed	-$207K	–	482
2019 Q1	$207K	Sell	4,248 -644	-13%	-$31.1K	0.03%	401
2018 Q4	$236K	Buy	+4,892	New	+$235K	0.04%	334

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

Independent Advisor Alliance's VTIP Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 15,923 shares — an estimated $795K sold.

Independent Advisor Alliance first reported a position in VTIP in Q4 2018 and held it in 5 quarters. The position peaked at $795K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 15,923 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $795K.
Independent Advisor Alliance first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and held it in 5 quarters.
Independent Advisor Alliance's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $795K in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.