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Legacy Financial Group (Oklahoma)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$2.39M Buy
47,568
+3,378
+8% +$170K 0.56% 31
2026
Q1 		$2.21M Buy
44,190
+959
+2% +$47.7K 0.58% 33
2025
Q4 		$2.14M Buy
43,231
+455
+1% +$22.8K 0.56% 33
2025
Q3 		$2.17M Sell
42,776
-1,672
-4% -$84.2K 0.59% 32
2025
Q2 		$2.23M Sell
44,448
-584
-1% -$29.2K 0.66% 30
2025
Q1 		$2.25M Sell
45,032
-356
-0.8% -$17.5K 0.72% 28
2024
Q4 		$2.2M Buy
45,388
+751
+2% +$36.7K 0.71% 30
2024
Q3 		$2.18M Buy
44,637
+29
+0.1% +$1.41K 0.74% 30
2024
Q2 		$2.17M Sell
44,608
-338
-0.8% -$16.3K 0.82% 26
2024
Q1 		$2.15M Sell
44,946
-2,049
-4% -$97.5K 0.85% 26
2023
Q4 		$2.23M Sell
46,995
-232
-0.5% -$11K 0.97% 25
2023
Q3 		$2.23M Sell
47,227
-594
-1% -$28.1K 1.1% 23
2023
Q2 		$2.27M Sell
47,821
-1,059
-2% -$50.5K 1.13% 23
2023
Q1 		$2.34M Sell
48,880
-364
-0.7% -$17.1K 1.29% 23
2022
Q4 		$2.3M Buy
+49,244
New +$2.35M 1.42% 21

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Legacy Financial Group (Oklahoma)'s VTIP Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.6% in Q2 2026, buying an estimated $170K and bringing the position to 47,568 shares worth $2.39M. The position accounts for 0.56% of the portfolio, ranked #31.

Legacy Financial Group (Oklahoma) first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 47,568 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.39M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 3,378 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $170K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.56% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #31 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.