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

Lifeworks 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 		$18.6M Buy
370,992
+62,055
+20% +$3.12M 1.95% 7
2026
Q1 		$15.4M Sell
308,937
-296
-0.1% -$14.7K 1.98% 7
2025
Q4 		$15.3M Buy
309,233
+6,925
+2% +$346K 1.98% 7
2025
Q3 		$15.3M Buy
302,308
+6,664
+2% +$335K 2.04% 8
2025
Q2 		$14.9M Buy
295,644
+14,526
+5% +$725K 2.22% 6
2025
Q1 		$14M Buy
281,118
+48,013
+21% +$2.36M 2.33% 5
2024
Q4 		$11.3M Buy
233,105
+8,417
+4% +$411K 2.04% 7
2024
Q3 		$11.1M Buy
224,688
+35,547
+19% +$1.73M 2.18% 6
2024
Q2 		$9.18M Sell
189,141
-22,664
-11% -$1.09M 2.56% 4
2024
Q1 		$10.1M Buy
211,805
+9,263
+5% +$441K 2.84% 3
2023
Q4 		$9.62M Buy
202,542
+31,464
+18% +$1.49M 3.32% 1
2023
Q3 		$8.09M Buy
171,078
+14,437
+9% +$682K 3.15% 1
2023
Q2 		$7.43M Sell
156,641
-24,281
-13% -$1.16M 3.16% 1
2023
Q1 		$8.65M Sell
180,922
-7,765
-4% -$366K 4.09% 1
2022
Q4 		$8.81M Buy
188,687
+72,857
+63% +$3.47M 4.96% 1
2022
Q3 		$5.53M Buy
+115,830
New +$5.74M 3.15% 4

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

Lifeworks Advisors's VTIP Position: Q2 2026 in Review

Lifeworks Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 20% in Q2 2026, buying an estimated $3.12M and bringing the position to 370,992 shares worth $18.6M. The position accounts for 1.95% of the portfolio, ranked #7.

Lifeworks Advisors first reported a position in VTIP in Q3 2022 and has held it in 16 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Lifeworks Advisors held 370,992 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $18.6M as of Q2 2026.
  • Lifeworks Advisors bought 62,055 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.12M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.95% of Lifeworks Advisors's portfolio in Q2 2026, its #7 holding.
  • Lifeworks Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 16 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.