Meritas Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Meritas Wealth Management’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	$6.67M	Buy	132,871 +8,162	+7%	+$410K	2.61%	12
2026 Q1	$6.23M	Buy	124,709 +10,432	+9%	+$519K	2.82%	11
2025 Q4	$5.65M	Buy	114,277 +4,847	+4%	+$242K	2.72%	12
2025 Q3	$5.54M	Buy	109,430 +5,591	+5%	+$281K	2.74%	12
2025 Q2	$5.22M	Sell	103,839 -881	-0.8%	-$44K	2.87%	10
2025 Q1	$5.23M	Buy	104,720 +4,739	+5%	+$233K	3.06%	10
2024 Q4	$4.84M	Buy	99,981 +3,647	+4%	+$178K	2.91%	10
2024 Q3	$4.75M	Buy	96,334 +5,756	+6%	+$280K	2.94%	10
2024 Q2	$4.4M	Buy	90,578 +2,122	+2%	+$102K	3.1%	8
2024 Q1	$4.24M	Sell	88,456 -1,044	-1%	-$49.7K	2.95%	8
2023 Q4	$4.25M	Sell	89,500 -10,185	-10%	-$482K	3.19%	8
2023 Q3	$4.71M	Buy	99,685 +2,781	+3%	+$131K	3.61%	8
2023 Q2	$4.6M	Buy	96,904 +309	+0.3%	+$14.7K	3.45%	7
2023 Q1	$4.62M	Buy	96,595 +6,164	+7%	+$290K	3.63%	7
2022 Q4	$4.22M	Buy	+90,431	New	+$4.31M	3.49%	7

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Meritas Wealth Management's VTIP Position: Q2 2026 in Review

Meritas Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 6.5% in Q2 2026, buying an estimated $410K and bringing the position to 132,871 shares worth $6.67M. The position accounts for 2.61% of the portfolio, ranked #12.

Meritas Wealth Management first reported a position in VTIP in Q4 2022 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Meritas Wealth Management held 132,871 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.67M as of Q2 2026.
Meritas Wealth Management bought 8,162 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $410K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.61% of Meritas Wealth Management's portfolio in Q2 2026, its #12 holding.
Meritas Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2022 and has held it in 15 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.