JFS Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

JFS Wealth Advisors’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	$279K	Buy	5,553 +1,234	+29%	+$62K	0.01%	304
2026 Q1	$216K	Buy	4,319 +107	+3%	+$5.32K	0.01%	318
2025 Q4	$208K	Buy	4,212 +475	+13%	+$23.8K	0.01%	316
2025 Q3	$189K	Hold	3,737	–	–	0.01%	337
2025 Q2	$188K	Hold	3,737	–	–	0.01%	307
2025 Q1	$186K	Buy	3,737 +711	+23%	+$34.9K	0.01%	313
2024 Q4	$147K	Hold	3,026	–	–	0.01%	323
2024 Q3	$149K	Hold	3,026	–	–	0.01%	322
2024 Q2	$147K	Sell	3,026 -350	-10%	-$16.8K	0.01%	271
2024 Q1	$162K	Sell	3,376 -5,575	-62%	-$265K	0.01%	262
2023 Q4	$425K	Buy	8,951 +118	+1%	+$5.59K	0.04%	156
2023 Q3	$418K	Sell	8,833 -521	-6%	-$24.6K	0.04%	161
2023 Q2	$444K	Buy	9,354 +74	+0.8%	+$3.53K	0.04%	158
2023 Q1	$444K	Buy	9,280 +24	+0.3%	+$1.13K	0.04%	154
2022 Q4	$432K	Buy	9,256 +6,138	+197%	+$292K	0.04%	156
2022 Q3	$150K	Hold	3,118	–	–	0.02%	246
2022 Q2	$156K	Hold	3,118	–	–	0.02%	241
2022 Q1	$160K	Buy	+3,118	New	+$160K	0.02%	249

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

JFS Wealth Advisors's VTIP Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 29% in Q2 2026, buying an estimated $62K and bringing the position to 5,553 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #304.

JFS Wealth Advisors first reported a position in VTIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $444K in Q1 2023. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

JFS Wealth Advisors held 5,553 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $279K as of Q2 2026.
JFS Wealth Advisors bought 1,234 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $62K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #304 holding.
JFS Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $444K in Q1 2023.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.