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

Merited Wealth’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 		– Sell
-4,887
Closed -$244K – 79
2026
Q1 		$244K Sell
4,887
-1,524
-24% -$75.8K 0.2% 76
2025
Q4 		$317K Buy
+6,411
New +$321K 0.29% 64

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

Merited Wealth's VTIP Position: Q2 2026 in Review

Merited Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 4,887 shares — an estimated $244K sold.

Merited Wealth first reported a position in VTIP in Q4 2025 and held it in 2 quarters. The position peaked at $317K in Q4 2025. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Merited Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
  • Merited Wealth sold 4,887 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $244K.
  • Merited Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and held it in 2 quarters.
  • Merited Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $317K in Q4 2025.
  • 945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.