MFG
VTIP icon

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

Magnus Financial Group’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 		$9.93M Buy
197,766
+19,363
+11% +$973K 0.7% 35
2026
Q1 		$8.91M Buy
178,403
+14,991
+9% +$745K 0.72% 34
2025
Q4 		$8.08M Buy
163,412
+12,075
+8% +$604K 0.62% 39
2025
Q3 		$7.66M Buy
151,337
+10,457
+7% +$526K 0.6% 39
2025
Q2 		$7.08M Buy
140,880
+7,844
+6% +$392K 0.62% 39
2025
Q1 		$6.64M Sell
133,036
-8,180
-6% -$402K 0.64% 32
2024
Q4 		$6.84M Sell
141,216
-1,320
-0.9% -$64.5K 0.66% 31
2024
Q3 		$7.03M Sell
142,536
-2,198
-2% -$107K 0.71% 30
2024
Q2 		$7.03M Buy
144,734
+1,422
+1% +$68.4K 0.79% 30
2024
Q1 		$6.86M Buy
143,312
+8,175
+6% +$389K 0.81% 27
2023
Q4 		$6.42M Buy
135,137
+20,587
+18% +$975K 0.84% 28
2023
Q3 		$5.42M Buy
114,550
+3,142
+3% +$148K 0.79% 29
2023
Q2 		$5.28M Buy
111,408
+6,742
+6% +$321K 0.75% 31
2023
Q1 		$5.01M Buy
104,666
+18,064
+21% +$851K 0.76% 28
2022
Q4 		$4.05M Sell
86,602
-48,283
-36% -$2.3M 0.66% 34
2022
Q3 		$6.49M Sell
134,885
-38,421
-22% -$1.9M 1.24% 18
2022
Q2 		$8.69M Buy
173,306
+5,625
+3% +$285K 1.6% 15
2022
Q1 		$8.59M Buy
167,681
+9,979
+6% +$512K 1.43% 15
2021
Q4 		$8.11M Buy
157,702
+991
+0.6% +$51.6K 1.54% 17
2021
Q3 		$8.24M Buy
156,711
+6,678
+4% +$350K 1.74% 14
2021
Q2 		$7.86M Sell
150,033
-3,979
-3% -$207K 1.71% 14
2021
Q1 		$7.94M Buy
154,012
+48,084
+45% +$2.47M 1.92% 14
2020
Q4 		$5.41M Buy
105,928
+14,148
+15% +$720K 0.54% 23
2020
Q3 		$4.68M Buy
91,780
+15,128
+20% +$767K 0.55% 21
2020
Q2 		$3.85M Buy
76,652
+11,289
+17% +$561K 0.43% 22
2020
Q1 		$3.18M Buy
65,363
+20,909
+47% +$1.03M 0.43% 29
2019
Q4 		$2.19M Buy
44,454
+6,836
+18% +$337K 0.31% 42
2019
Q3 		$1.84M Buy
37,618
+1,377
+4% +$68K 0.35% 39
2019
Q2 		$1.79M Buy
36,241
+5,969
+20% +$292K 0.34% 41
2019
Q1 		$1.47M Buy
30,272
+5,901
+24% +$285K 0.3% 44
2018
Q4 		$1.17M Buy
+24,371
New +$1.17M 0.31% 43

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

Magnus Financial Group's VTIP Position: Q2 2026 in Review

Magnus Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q2 2026, buying an estimated $973K and bringing the position to 197,766 shares worth $9.93M. The position accounts for 0.7% of the portfolio, ranked #35.

Magnus Financial Group first reported a position in VTIP in Q4 2018 and has held it in 31 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Magnus Financial Group held 197,766 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.93M as of Q2 2026.
  • Magnus Financial Group bought 19,363 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $973K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.7% of Magnus Financial Group's portfolio in Q2 2026, its #35 holding.
  • Magnus Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 31 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.