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Omni 360 Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Omni 360 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 		$2.88M Sell
57,326
-1,484
-3% -$74.6K 1.33% 20
2026
Q1 		$2.94M Sell
58,810
-1,200
-2% -$59.7K 1.52% 16
2025
Q4 		$2.97M Buy
60,010
+4,252
+8% +$213K 1.52% 18
2025
Q3 		$2.82M Buy
55,758
+2,987
+6% +$150K 1.58% 16
2025
Q2 		$2.65M Sell
52,771
-1,901
-3% -$94.9K 1.65% 15
2025
Q1 		$2.73M Buy
54,672
+3,201
+6% +$157K 1.83% 13
2024
Q4 		$2.49M Buy
51,471
+13,165
+34% +$643K 1.66% 14
2024
Q3 		$1.89M Buy
38,306
+296
+0.8% +$14.4K 1.3% 23
2024
Q2 		$1.84M Buy
38,010
+8,936
+31% +$430K 1.4% 18
2024
Q1 		$1.39M Buy
29,074
+5,665
+24% +$270K 1.15% 22
2023
Q4 		$1.11M Buy
+23,409
New +$1.11M 1.04% 27

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
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Omni 360 Wealth's VTIP Position: Q2 2026 in Review

Omni 360 Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.5% in Q2 2026, selling an estimated $74.6K and leaving 57,326 shares worth $2.88M. The position accounts for 1.33% of the portfolio, ranked #20.

Omni 360 Wealth first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.97M in Q4 2025. 202 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Omni 360 Wealth held 57,326 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.88M as of Q2 2026.
  • Omni 360 Wealth sold 1,484 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $74.6K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.33% of Omni 360 Wealth's portfolio in Q2 2026, its #20 holding.
  • Omni 360 Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.97M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.