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

Level 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	$1.76M	Sell	35,019 -334	-0.9%	-$16.8K	0.39%	38
2026 Q1	$1.77M	Sell	35,353 -1,479	-4%	-$73.5K	0.45%	36
2025 Q4	$1.82M	Sell	36,832 -1,644	-4%	-$82.2K	0.48%	37
2025 Q3	$1.95M	Buy	38,476 +117	+0.3%	+$5.89K	0.55%	35
2025 Q2	$1.93M	Sell	38,359 -1,546	-4%	-$77.2K	0.6%	34
2025 Q1	$1.99M	Sell	39,905 -1,017	-2%	-$49.9K	0.68%	32
2024 Q4	$1.98M	Sell	40,922 -4,776	-10%	-$233K	0.73%	31
2024 Q3	$2.25M	Buy	45,698 +36	+0.1%	+$1.75K	0.86%	27
2024 Q2	$2.22M	Sell	45,662 -1,080	-2%	-$51.9K	0.96%	24
2024 Q1	$2.24M	Sell	46,742 -3,542	-7%	-$169K	1.02%	22
2023 Q4	$2.39M	Buy	50,284 +2,225	+5%	+$105K	1.18%	21
2023 Q3	$2.27M	Buy	48,059 +1,985	+4%	+$93.8K	1.27%	19
2023 Q2	$2.18M	Buy	46,074 +2,685	+6%	+$128K	1.22%	19
2023 Q1	$2.07M	Buy	43,389 +10,463	+32%	+$493K	1.25%	18
2022 Q4	$1.54M	Buy	32,926 +3,533	+12%	+$168K	1.01%	23
2022 Q3	$1.41M	Buy	29,393 +2,870	+11%	+$142K	1.04%	22
2022 Q2	$1.33M	Buy	26,523 +1,911	+8%	+$96.7K	0.98%	20
2022 Q1	$1.26M	Buy	24,612 +4,031	+20%	+$207K	0.97%	19
2021 Q4	$1.06M	Buy	+20,581	New	+$1.07M	0.81%	19

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

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

Level Financial Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.94% in Q2 2026, selling an estimated $16.8K and leaving 35,019 shares worth $1.76M. The position accounts for 0.39% of the portfolio, ranked #38.

Level Financial Advisors first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.39M in Q4 2023. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Level Financial Advisors held 35,019 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.76M as of Q2 2026.
Level Financial Advisors sold 334 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $16.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.39% of Level Financial Advisors's portfolio in Q2 2026, its #38 holding.
Level Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
Level Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.39M in Q4 2023.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.