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

Kaufman Rossin Wealth’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	$2.26M	Buy	45,605 +6,431	+16%	+$323K	1.07%	15
2026 Q1	$1.96M	Buy	39,174 +11,289	+40%	+$561K	1.12%	16
2025 Q4	$1.38M	Buy	27,885 +3,658	+15%	+$183K	0.72%	19
2025 Q3	$1.23M	Buy	24,227 +4,414	+22%	+$222K	0.67%	22
2025 Q2	$996K	Sell	19,813 -1,190	-6%	-$59.4K	0.63%	22
2025 Q1	$1.05M	Sell	21,003 -3,965	-16%	-$195K	0.75%	20
2024 Q4	$1.21M	Buy	+24,968	New	+$1.22M	1.24%	15

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

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

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Kaufman Rossin Wealth's VTIP Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q2 2026, buying an estimated $323K and bringing the position to 45,605 shares worth $2.26M. The position accounts for 1.07% of the portfolio, ranked #15.

Kaufman Rossin Wealth first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Kaufman Rossin Wealth held 45,605 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.26M as of Q2 2026.
Kaufman Rossin Wealth bought 6,431 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $323K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.07% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #15 holding.
Kaufman Rossin Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.