Marshall & Sterling Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Marshall & Sterling Wealth 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	$1.39M	Buy	27,730 +24,730	+824%	+$1.24M	0.82%	28
2026 Q1	$150K	Buy	+3,000	New	+$149K	0.1%	102
2025 Q4	–	Sell	-586	Closed	-$29.7K	–	626
2025 Q3	$29.7K	Buy	586 +1	+0.2%	+$50	0.02%	232
2025 Q2	$29.4K	Buy	585 +287	+96%	+$14.3K	0.02%	222
2025 Q1	$14.9K	Buy	+298	New	+$14.6K	0.01%	277

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

Marshall & Sterling Wealth Advisors's VTIP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 824% in Q2 2026, buying an estimated $1.24M and bringing the position to 27,730 shares worth $1.39M. The position accounts for 0.82% of the portfolio, ranked #28.

Marshall & Sterling Wealth Advisors first reported a position in VTIP in Q1 2025 and has held it in 5 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 27,730 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.39M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 24,730 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.24M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.82% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 5 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.