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

North Ridge 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 Q1	$8.05M	Buy	161,104 +2,483	+2%	+$123K	4.53%	8
2025 Q4	$7.85M	Sell	158,621 -16	-0%	-$800	4.39%	7
2025 Q3	$8.03M	Buy	158,637 +7,038	+5%	+$354K	4.59%	7
2025 Q2	$7.62M	Buy	151,599 +5,110	+3%	+$255K	4.68%	7
2025 Q1	$7.31M	Buy	146,489 +6,146	+4%	+$302K	4.88%	7
2024 Q4	$6.8M	Buy	140,343 +3,369	+2%	+$165K	4.7%	7
2024 Q3	$6.75M	Buy	136,974 +4,783	+4%	+$233K	4.59%	7
2024 Q2	$6.42M	Buy	132,191 +5,924	+5%	+$285K	4.87%	7
2024 Q1	$6.05M	Buy	126,267 +9,329	+8%	+$444K	4.69%	7
2023 Q4	$5.55M	Buy	116,938 +5,089	+5%	+$241K	4.62%	7
2023 Q3	$5.29M	Buy	111,849 +2,891	+3%	+$137K	5.15%	7
2023 Q2	$5.17M	Buy	108,958 +4,699	+5%	+$224K	4.94%	7
2023 Q1	$4.99M	Buy	+104,259	New	+$4.91M	4.99%	7

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

North Ridge Wealth Advisors's VTIP Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.6% in Q1 2026, buying an estimated $123K and bringing the position to 161,104 shares worth $8.05M. The position accounts for 4.53% of the portfolio, ranked #8.

North Ridge Wealth Advisors first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

North Ridge Wealth Advisors held 161,104 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.05M as of Q1 2026.
North Ridge Wealth Advisors bought 2,483 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $123K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 4.53% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #8 holding.
North Ridge Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.