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

Perfromance 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
Q2 		$3.12M Buy
62,092
+20,697
+50% +$1.04M 0.08% 55
2026
Q1 		$2.07M Buy
41,395
+45
+0.1% +$2.24K 0.06% 59
2025
Q4 		$2.05M Buy
41,350
+32
+0.1% +$1.6K 0.06% 54
2025
Q3 		$2.09M Sell
41,318
-5,533
-12% -$278K 0.06% 49
2025
Q2 		$2.36M Sell
46,851
-60
-0.1% -$3K 0.08% 47
2025
Q1 		$2.34M Sell
46,911
-511
-1% -$25.1K 0.08% 43
2024
Q4 		$2.3M Buy
47,422
+354
+0.8% +$17.3K 0.07% 44
2024
Q3 		$2.32M Sell
47,068
-545
-1% -$26.5K 0.08% 40
2024
Q2 		$2.31M Sell
47,613
-16,246
-25% -$781K 0.09% 37
2024
Q1 		$3.06M Sell
63,859
-8,771
-12% -$418K 0.13% 41
2023
Q4 		$3.45M Sell
72,630
-2,130
-3% -$101K 0.15% 47
2023
Q3 		$3.53M Sell
74,760
-1,469
-2% -$69.4K 0.17% 49
2023
Q2 		$3.58M Buy
76,229
+1,396
+2% +$66.5K 0.16% 46
2023
Q1 		$3.58M Sell
74,833
-2,139
-3% -$101K 0.18% 41
2022
Q4 		$3.6M Buy
76,972
+14,979
+24% +$714K 0.22% 36
2022
Q3 		$2.98M Buy
61,993
+15,449
+33% +$765K 0.17% 39
2022
Q2 		$2.33M Buy
46,544
+7,436
+19% +$376K 0.13% 46
2022
Q1 		$2M Buy
39,108
+2,104
+6% +$108K 0.09% 55
2021
Q4 		$1.9M Buy
+37,004
New +$1.93M 0.08% 59

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

Perfromance Wealth Partners's VTIP Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 50% in Q2 2026, buying an estimated $1.04M and bringing the position to 62,092 shares worth $3.12M. The position accounts for 0.08% of the portfolio, ranked #55.

Perfromance Wealth Partners first reported a position in VTIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.6M in Q4 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Perfromance Wealth Partners held 62,092 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.12M as of Q2 2026.
  • Perfromance Wealth Partners bought 20,697 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.04M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of Perfromance Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.6M in Q4 2022.
  • 950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.