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

Modern 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	$2.18M	Buy	43,326 +2,971	+7%	+$149K	0.03%	380
2026 Q1	$2.01M	Buy	+40,355	New	+$2.01M	0.03%	306
2025 Q1	–	Sell	-233,071	Closed	-$11.3M	–	702
2024 Q4	$11.3M	Buy	+233,071	New	+$11.4M	0.42%	58

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

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

Modern Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 7.4% in Q2 2026, buying an estimated $149K and bringing the position to 43,326 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #380.

Modern Wealth Management first reported a position in VTIP in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Modern Wealth Management held 43,326 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.18M as of Q2 2026.
Modern Wealth Management bought 2,971 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $149K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #380 holding.
Modern Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 3 quarters since.
Modern Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11.3M in Q4 2024.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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