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

OakTrust 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 Q2	–	Sell	-10,782	Closed	-$539K	–	73
2026 Q1	$539K	Sell	10,782 -1	-0%	-$50	0.49%	29
2025 Q4	$533K	Buy	+10,783	New	+$539K	0.49%	32

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

OakTrust Wealth Advisors's VTIP Position: Q2 2026 in Review

OakTrust Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 10,782 shares — an estimated $539K sold.

OakTrust Wealth Advisors first reported a position in VTIP in Q4 2025 and held it in 2 quarters. The position peaked at $539K in Q1 2026. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

OakTrust Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
OakTrust Wealth Advisors sold 10,782 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $539K.
OakTrust Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and held it in 2 quarters.
OakTrust Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $539K in Q1 2026.
945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.