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

Navigoe 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	–	Sell	-225	Closed	-$11K	–	1170
2026 Q1	$11K	Buy	+225	New	+$11.2K	0.01%	116
2025 Q2	–	Sell	-1	Closed	–	–	188
2025 Q1	$0	Buy	+1	New	+$49	﹤0.01%	182

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

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

Navigoe Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 225 shares — an estimated $11K sold.

Navigoe Wealth Management first reported a position in VTIP in Q1 2025 and held it in 2 quarters. The position peaked at $11K in Q1 2026. 947 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Navigoe Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
Navigoe Wealth Management sold 225 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $11K.
Navigoe Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and held it in 2 quarters.
Navigoe Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $11K in Q1 2026.
947 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.