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

&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	$1.11M	Buy	22,044 +2,235	+11%	+$112K	﹤0.01%	1352
2026 Q1	$989K	Buy	19,809 +2,826	+17%	+$141K	﹤0.01%	1312
2025 Q4	$840K	Buy	16,983 +1,380	+9%	+$69K	﹤0.01%	1319
2025 Q3	$793K	Buy	15,603 +4,192	+37%	+$211K	0.01%	1195
2025 Q2	$574K	Sell	11,411 -27,771	-71%	-$1.39M	﹤0.01%	1286
2025 Q1	$1.95M	Buy	+39,182	New	+$1.92M	0.02%	546

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

&Partners's VTIP Position: Q2 2026 in Review

&Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q2 2026, buying an estimated $112K and bringing the position to 22,044 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

&Partners first reported a position in VTIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

&Partners held 22,044 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.11M as of Q2 2026.
&Partners bought 2,235 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $112K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1352 holding.
&Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2025 and has held it in 6 quarters since.
&Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.95M in Q1 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.