IWB
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Innovative Wealth Building’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Innovative Wealth Building’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 		$1.13M Sell
22,589
-1,041
-4% -$52.3K 0.66% 27
2026
Q1 		$1.18M Sell
23,630
-123
-0.5% -$6.12K 0.83% 21
2025
Q4 		$1.17M Sell
23,753
-1,000
-4% -$50K 0.86% 22
2025
Q3 		$1.25M Buy
24,753
+2,166
+10% +$109K 0.98% 20
2025
Q2 		$1.14M Buy
+22,587
New +$1.13M 0.94% 21

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

Innovative Wealth Building's VTIP Position: Q2 2026 in Review

Innovative Wealth Building reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.4% in Q2 2026, selling an estimated $52.3K and leaving 22,589 shares worth $1.13M. The position accounts for 0.66% of the portfolio, ranked #27.

Innovative Wealth Building first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2025. 644 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Innovative Wealth Building held 22,589 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.13M as of Q2 2026.
  • Innovative Wealth Building sold 1,041 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $52.3K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.66% of Innovative Wealth Building's portfolio in Q2 2026, its #27 holding.
  • Innovative Wealth Building first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Innovative Wealth Building's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.25M in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.