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

JNBA Financial 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	$220K	Hold	4,370	–	–	0.02%	192
2026 Q1	$218K	Hold	4,370	–	–	0.02%	182
2025 Q4	$216K	Hold	4,370	–	–	0.02%	181
2025 Q3	$221K	Hold	4,370	–	–	0.02%	175
2025 Q2	$220K	Buy	4,370 +99	+2%	+$4.94K	0.02%	174
2025 Q1	$213K	Buy	4,271 +326	+8%	+$16K	0.02%	174
2024 Q4	$191K	Hold	3,945	–	–	0.02%	178
2024 Q3	$195K	Sell	3,945 -207	-5%	-$10.1K	0.02%	186
2024 Q2	$202K	Sell	4,152 -649	-14%	-$31.2K	0.02%	185
2024 Q1	$230K	Sell	4,801 -1,575	-25%	-$75K	0.02%	181
2023 Q4	$303K	Sell	6,376 -443	-6%	-$21K	0.03%	169
2023 Q3	$322K	Sell	6,819 -1,848	-21%	-$87.3K	0.04%	160
2023 Q2	$411K	Sell	8,667 -568	-6%	-$27.1K	0.05%	143
2023 Q1	$442K	Buy	9,235 +419	+5%	+$19.7K	0.06%	135
2022 Q4	$412K	Buy	8,816 +7,604	+627%	+$362K	0.06%	140
2022 Q3	$58K	Sell	1,212 -116	-9%	-$5.75K	0.01%	262
2022 Q2	$67K	Hold	1,328	–	–	0.01%	254
2022 Q1	$68K	Hold	1,328	–	–	0.01%	256
2021 Q4	$68K	Sell	1,328 -2	-0.2%	-$104	0.01%	269
2021 Q3	$70K	Sell	1,330 -2,862	-68%	-$150K	0.01%	260
2021 Q2	$220K	Hold	4,192	–	–	0.03%	186
2021 Q1	$216K	Buy	4,192 +3,893	+1,302%	+$200K	0.03%	184
2020 Q4	$15K	Hold	299	–	–	﹤0.01%	396
2020 Q3	$15K	Hold	299	–	–	﹤0.01%	375
2020 Q2	$15K	Sell	299 -51	-15%	-$2.53K	﹤0.01%	364
2020 Q1	$17K	Hold	350	–	–	﹤0.01%	328
2019 Q4	$17K	Hold	350	–	–	﹤0.01%	372
2019 Q3	$17K	Hold	350	–	–	﹤0.01%	353
2019 Q2	$17K	Hold	350	–	–	﹤0.01%	369
2019 Q1	$17K	Hold	350	–	–	﹤0.01%	345
2018 Q4	$17K	Buy	+350	New	+$16.8K	﹤0.01%	324
2018 Q3	–	Sell	-350	Closed	-$17K	–	719
2018 Q2	$17K	Hold	350	–	–	﹤0.01%	333
2018 Q1	$17K	Hold	350	–	–	﹤0.01%	327
2017 Q4	$17K	Buy	+350	New	+$17.3K	﹤0.01%	331

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

JNBA Financial Advisors's VTIP Position: Q2 2026 in Review

JNBA Financial Advisors held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 4,370 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #192.

JNBA Financial Advisors first reported a position in VTIP in Q4 2017 and has held it in 34 quarters since. The position peaked at $442K in Q1 2023. 443 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

JNBA Financial Advisors held 4,370 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $220K as of Q2 2026.
JNBA Financial Advisors left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #192 holding.
JNBA Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and has held it in 34 quarters since.
JNBA Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $442K in Q1 2023.
443 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.