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

Parkwoods Wealth 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 Q1	$1.93M	Buy	38,694 +20,980	+118%	+$1.04M	0.47%	30
2025 Q4	$876K	Buy	17,714 +4,649	+36%	+$232K	0.26%	41
2025 Q3	$661K	Buy	+13,065	New	+$658K	0.23%	42

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

Parkwoods Wealth Partners's VTIP Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 118% in Q1 2026, buying an estimated $1.04M and bringing the position to 38,694 shares worth $1.93M. The position accounts for 0.47% of the portfolio, ranked #30.

Parkwoods Wealth Partners first reported a position in VTIP in Q3 2025 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Parkwoods Wealth Partners held 38,694 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.93M as of Q1 2026.
Parkwoods Wealth Partners bought 20,980 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $1.04M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.47% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #30 holding.
Parkwoods Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 3 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.