Legacy Wealth Management (Idaho)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-64	Closed	-$3.2K	–	957
2026 Q1	$3.2K	Hold	64	–	–	﹤0.01%	702
2025 Q4	$3.17K	Buy	64 +44	+220%	+$2.2K	﹤0.01%	604
2025 Q3	$1.01K	Hold	20	–	–	﹤0.01%	622
2025 Q2	$1.01K	Hold	20	–	–	﹤0.01%	594
2025 Q1	$998	Hold	20	–	–	﹤0.01%	641
2024 Q4	$979	Sell	20 -63	-76%	-$3.08K	﹤0.01%	596
2024 Q3	$4.05K	Buy	+83	New	+$4.04K	﹤0.01%	410

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

Legacy Wealth Management (Idaho)'s VTIP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 64 shares — an estimated $3.2K sold.

Legacy Wealth Management (Idaho) first reported a position in VTIP in Q3 2024 and held it in 7 quarters. The position peaked at $4.05K in Q3 2024. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 64 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.2K.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.05K in Q3 2024.
946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.