LifeWealth Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LifeWealth Investments’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	$10.4M	Sell	206,411 -1,552	-0.7%	-$78K	2.77%	10
2026 Q1	$10.4M	Buy	207,963 +29,760	+17%	+$1.48M	3.1%	9
2025 Q4	$8.81M	Buy	+178,203	New	+$8.91M	2.79%	10

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

LifeWealth Investments's VTIP Position: Q2 2026 in Review

LifeWealth Investments reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.75% in Q2 2026, selling an estimated $78K and leaving 206,411 shares worth $10.4M. The position accounts for 2.77% of the portfolio, ranked #10.

LifeWealth Investments first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.4M in Q1 2026. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

LifeWealth Investments held 206,411 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $10.4M as of Q2 2026.
LifeWealth Investments sold 1,552 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $78K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.77% of LifeWealth Investments's portfolio in Q2 2026, its #10 holding.
LifeWealth Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
LifeWealth Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10.4M in Q1 2026.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.