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

Physician Wealth Advisors’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	$383K	Buy	7,618 +1,492	+24%	+$75K	0.05%	137
2026 Q1	$306K	Buy	6,126 +592	+11%	+$29.4K	0.04%	145
2025 Q4	$274K	Hold	5,534	–	–	0.04%	151
2025 Q3	$280K	Hold	5,534	–	–	0.04%	150
2025 Q2	$278K	Hold	5,534	–	–	0.04%	145
2025 Q1	$276K	Buy	5,534 +4	+0.1%	+$196	0.05%	145
2024 Q4	$268K	Buy	5,530 +500	+10%	+$24.4K	0.05%	147
2024 Q3	$246K	Hold	5,030	–	–	0.04%	157
2024 Q2	$243K	Buy	5,030 +370	+8%	+$17.8K	0.04%	149
2024 Q1	$223K	Hold	4,660	–	–	0.05%	155
2023 Q4	$222K	Hold	4,660	–	–	0.05%	150
2023 Q3	$219K	Hold	4,660	–	–	0.06%	136
2023 Q2	$219K	Hold	4,660	–	–	0.05%	139
2023 Q1	$222K	Buy	+4,660	New	+$219K	0.06%	140

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

Physician Wealth Advisors's VTIP Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 24% in Q2 2026, buying an estimated $75K and bringing the position to 7,618 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #137.

Physician Wealth Advisors first reported a position in VTIP in Q1 2023 and has held it in 14 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Physician Wealth Advisors held 7,618 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $383K as of Q2 2026.
Physician Wealth Advisors bought 1,492 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $75K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Physician Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 14 quarters since.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.