Institute for Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Institute for Wealth Management’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	$95K	Buy	+1,892	New	+$95.1K	0.01%	690
2024 Q1	–	Sell	-6,834	Closed	-$325K	–	527
2023 Q4	$325K	Sell	6,834 -476	-7%	-$22.5K	0.05%	356
2023 Q3	$346K	Buy	+7,310	New	+$345K	0.06%	320
2022 Q3	–	Sell	-5,062	Closed	-$253K	–	530
2022 Q2	$253K	Buy	+5,062	New	+$256K	0.05%	440

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

Institute for Wealth Management's VTIP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 1,892 shares worth $95K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VTIP as recently as Q4 2023.

Institute for Wealth Management first reported a position in VTIP in Q2 2022 and has held it in 4 quarters since. The position peaked at $346K in Q3 2023. 956 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Institute for Wealth Management held 1,892 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $95K as of Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Institute for Wealth Management position in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #690 holding.
Institute for Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 4 quarters since.
Institute for Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $346K in Q3 2023.
956 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.