NorthRock Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

NorthRock Partners’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	$1.15M	Buy	22,925 +11,596	+102%	+$583K	0.02%	285
2026 Q1	$566K	Sell	11,329 -6,633	-37%	-$330K	0.01%	391
2025 Q4	$888K	Sell	17,962 -37,231	-67%	-$1.86M	0.02%	292
2025 Q3	$2.79M	Buy	+55,193	New	+$2.78M	0.05%	166
2024 Q2	–	Sell	-16,393	Closed	-$785K	–	864
2024 Q1	$785K	Sell	16,393 -11,657	-42%	-$555K	0.03%	244
2023 Q4	$1.33M	Buy	+28,050	New	+$1.33M	0.06%	158

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

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NorthRock Partners's VTIP Position: Q2 2026 in Review

NorthRock Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 102% in Q2 2026, buying an estimated $583K and bringing the position to 22,925 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #285.

NorthRock Partners first reported a position in VTIP in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.79M in Q3 2025. 837 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

NorthRock Partners held 22,925 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.15M as of Q2 2026.
NorthRock Partners bought 11,596 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $583K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #285 holding.
NorthRock Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 6 quarters since.
NorthRock Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.79M in Q3 2025.
837 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.