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

Independent Financial Group’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	$999K	Sell	19,879 -12,211	-38%	-$614K	0.02%	686
2026 Q1	$1.6M	Buy	32,090 +8,857	+38%	+$440K	0.04%	465
2025 Q4	$1.15M	Buy	23,233 +3,966	+21%	+$198K	0.03%	569
2025 Q3	$975K	Buy	19,267 +1,131	+6%	+$56.9K	0.02%	604
2025 Q2	$912K	Sell	18,136 -7,179	-28%	-$358K	0.03%	574
2025 Q1	$1.26M	Sell	25,315 -2,151	-8%	-$106K	0.04%	420
2024 Q4	$1.33M	Buy	27,466 +263	+1%	+$12.8K	0.04%	401
2024 Q3	$1.34M	Sell	27,203 -5,798	-18%	-$282K	0.05%	365
2024 Q2	$1.6M	Sell	33,001 -1,751	-5%	-$84.2K	0.06%	274
2024 Q1	$1.66M	Sell	34,752 -4,090	-11%	-$195K	0.08%	256
2023 Q4	$1.84M	Buy	38,842 +4,917	+14%	+$233K	0.1%	222
2023 Q3	$1.6M	Buy	33,925 +4,402	+15%	+$208K	0.1%	219
2023 Q2	$1.4M	Sell	29,523 -39,651	-57%	-$1.89M	0.1%	231
2023 Q1	$3.31M	Buy	69,174 +6,125	+10%	+$288K	0.26%	83
2022 Q4	$2.95M	Sell	63,049 -4,468	-7%	-$213K	0.25%	78
2022 Q3	$3.25M	Buy	67,517 +15,798	+31%	+$783K	0.29%	60
2022 Q2	$2.59M	Buy	51,719 +31,056	+150%	+$1.57M	0.28%	77
2022 Q1	$1.06M	Buy	20,663 +1,936	+10%	+$99.3K	0.09%	238
2021 Q4	$963K	Sell	18,727 -1,335	-7%	-$69.5K	0.08%	262
2021 Q3	$1.05M	Buy	20,062 +872	+5%	+$45.7K	0.11%	202
2021 Q2	$1.01M	Sell	19,190 -108	-0.6%	-$5.63K	0.11%	216
2021 Q1	$995K	Sell	19,298 -929	-5%	-$47.8K	0.13%	186
2020 Q4	$1.03M	Buy	20,227 +601	+3%	+$30.6K	0.15%	163
2020 Q3	$1M	Buy	19,626 +1,500	+8%	+$76.1K	0.19%	131
2020 Q2	$909K	Sell	18,126 -1,492	-8%	-$74.1K	0.2%	129
2020 Q1	$956K	Buy	+19,618	New	+$963K	0.28%	87

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 Financial Group's VTIP Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 38% in Q2 2026, selling an estimated $614K and leaving 19,879 shares worth $999K. The position accounts for 0.02% of the portfolio, ranked #686.

Independent Financial Group first reported a position in VTIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.31M in Q1 2023. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Independent Financial Group held 19,879 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $999K as of Q2 2026.
Independent Financial Group sold 12,211 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $614K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #686 holding.
Independent Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.31M in Q1 2023.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.