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Patriot Financial Group Insurance Agency’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Patriot Financial Group Insurance Agency’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
-6,726
Closed -$336K – 690
2026
Q1 		$336K Buy
+6,726
New +$334K 0.02% 540
2025
Q2 		– Sell
-6,838
Closed -$341K – 560
2025
Q1 		$341K Sell
6,838
-127
-2% -$6.23K 0.05% 360
2024
Q4 		$337K Buy
6,965
+65
+0.9% +$3.18K 0.05% 348
2024
Q3 		$340K Buy
6,900
+683
+11% +$33.3K 0.05% 361
2024
Q2 		$302K Sell
6,217
-296
-5% -$14.2K 0.04% 367
2024
Q1 		$312K Buy
6,513
+118
+2% +$5.62K 0.05% 356
2023
Q4 		$304K Buy
6,395
+869
+16% +$41.2K 0.06% 328
2023
Q3 		$261K Sell
5,526
-451
-8% -$21.3K 0.05% 359
2023
Q2 		$283K Buy
5,977
+206
+4% +$9.82K 0.05% 350
2023
Q1 		$276K Buy
+5,771
New +$272K 0.06% 352
2022
Q3 		– Sell
-12,947
Closed -$649K – 1915
2022
Q2 		$649K Buy
12,947
+2,384
+23% +$121K 0.13% 161
2022
Q1 		$541K Sell
10,563
-3,875
-27% -$199K 0.1% 221
2021
Q4 		$742K Sell
14,438
-152
-1% -$7.91K 0.12% 178
2021
Q3 		$767K Buy
14,590
+1,778
+14% +$93.3K 0.14% 166
2021
Q2 		$671K Buy
12,812
+5,758
+82% +$300K 0.12% 181
2021
Q1 		$364K Buy
7,054
+713
+11% +$36.7K 0.08% 250
2020
Q4 		$324K Buy
6,341
+1,386
+28% +$70.5K 0.08% 250
2020
Q3 		$253K Sell
4,955
-982
-17% -$49.8K 0.08% 225
2020
Q2 		$298K Buy
5,937
+273
+5% +$13.6K 0.11% 179
2020
Q1 		$276K Buy
5,664
+4,921
+662% +$242K 0.13% 175
2019
Q4 		$36K Sell
743
-19
-2% -$935 0.01% 541
2019
Q3 		$37K Buy
762
+53
+7% +$2.62K 0.02% 496
2019
Q2 		$35K Buy
709
+9
+1% +$441 0.02% 504
2019
Q1 		$34K Buy
+700
New +$33.8K 0.02% 448
2018
Q4 		– Sell
-141
Closed -$7K – 1120
2018
Q3 		$7K Buy
141
+90
+176% +$4.39K ﹤0.01% 697
2018
Q2 		$2K Sell
51
-150
-75% -$7.33K ﹤0.01% 547
2018
Q1 		$10K Hold
201
– – 0.01% 601
2017
Q4 		$10K Buy
201
+57
+40% +$2.82K 0.01% 596
2017
Q3 		$7K Buy
144
+33
+30% +$1.63K 0.01% 644
2017
Q2 		$5K Buy
+111
New +$5.48K 0.01% 692

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Patriot Financial Group Insurance Agency's VTIP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2026, closing a stake of 6,726 shares — an estimated $336K sold.

Patriot Financial Group Insurance Agency first reported a position in VTIP in Q2 2017 and held it in 30 quarters. The position peaked at $767K in Q3 2021. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,726 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $336K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 30 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $767K in Q3 2021.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.