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 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 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

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

Perfromance Wealth Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.11% in Q1 2026, buying an estimated $2.24K and bringing the position to 41,395 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #59.

Perfromance Wealth Partners first reported a position in VTIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.6M in Q4 2022. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Perfromance Wealth Partners held 41,395 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.07M as of Q1 2026.
Perfromance Wealth Partners bought 45 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $2.24K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.06% of Perfromance Wealth Partners's portfolio in Q1 2026, its #59 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 18 quarters since.
Perfromance Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.6M in Q4 2022.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.