NRW
VTIP icon

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

Nova R 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 		$19.4M Buy
385,525
+20,006
+5% +$1.01M 5.65% 7
2026
Q1 		$18.3M Buy
365,519
+26,151
+8% +$1.3M 5.83% 5
2025
Q4 		$16.8M Buy
339,368
+50,276
+17% +$2.51M 6.12% 4
2025
Q3 		$14.6M Buy
289,092
+128,653
+80% +$6.48M 6.21% 4
2025
Q2 		$8.07M Buy
160,439
+5,359
+3% +$268K 3.75% 8
2025
Q1 		$7.74M Buy
155,080
+9,126
+6% +$448K 3.83% 8
2024
Q4 		$7.07M Buy
145,954
+8,761
+6% +$428K 3.56% 10
2024
Q3 		$6.76M Buy
137,193
+496
+0.4% +$24.2K 3.33% 10
2024
Q2 		$6.64M Buy
136,697
+6,624
+5% +$319K 3.42% 10
2024
Q1 		$6.23M Buy
130,073
+11,216
+9% +$534K 3.25% 9
2023
Q4 		$5.64M Sell
118,857
-5,444
-4% -$258K 3.56% 9
2023
Q3 		$5.88M Buy
124,301
+14,356
+13% +$678K 4.06% 7
2023
Q2 		$5.21M Buy
109,945
+1,020
+0.9% +$48.6K 3.49% 9
2023
Q1 		$5.21M Buy
108,925
+179
+0.2% +$8.43K 3.52% 9
2022
Q4 		$5.08M Sell
108,746
-116
-0.1% -$5.53K 3.72% 8
2022
Q3 		$5.24M Buy
108,862
+7,604
+8% +$377K 4.27% 4
2022
Q2 		$5.08M Buy
+101,258
New +$5.12M 4.17% 6

Other funds holding VTIP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Nova R Wealth's VTIP Position: Q2 2026 in Review

Nova R Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 385,525 shares worth $19.4M. The position accounts for 5.65% of the portfolio, ranked #7.

Nova R Wealth first reported a position in VTIP in Q2 2022 and has held it in 17 quarters since. 174 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Nova R Wealth held 385,525 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $19.4M as of Q2 2026.
  • Nova R Wealth bought 20,006 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.01M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 5.65% of Nova R Wealth's portfolio in Q2 2026, its #7 holding.
  • Nova R Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 17 quarters since.
  • 174 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.