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

Lauterbach 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 		$212K Buy
+4,218
New +$212K 0.09% 85
2022
Q4 		– Sell
-6,477
Closed -$312K – 56
2022
Q3 		$312K Hold
6,477
– – 0.32% 32
2022
Q2 		$325K Buy
+6,477
New +$328K 0.31% 31

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return
AssetMark Inc
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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AI
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

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

Lauterbach Financial Advisors opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026: 4,218 shares worth $212K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings. This is a return to the name: Lauterbach Financial Advisors previously reported a position in VTIP as recently as Q3 2022.

Lauterbach Financial Advisors first reported a position in VTIP in Q2 2022 and has held it in 3 quarters since. The position peaked at $325K in Q2 2022. 469 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Lauterbach Financial Advisors held 4,218 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $212K as of Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund was a new Lauterbach Financial Advisors position in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Lauterbach Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 3 quarters since.
  • Lauterbach Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $325K in Q2 2022.
  • 469 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.