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

Physician Wealth Solutions’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	$1.05M	Buy	20,831 +496	+2%	+$24.9K	0.4%	28
2026 Q1	$1.02M	Buy	20,335 +3,979	+24%	+$198K	0.42%	27
2025 Q4	$809K	Hold	16,356	–	–	0.34%	28
2025 Q3	$828K	Hold	16,356	–	–	0.36%	29
2025 Q2	$822K	Sell	16,356 -1,963	-11%	-$98K	0.38%	29
2025 Q1	$914K	Sell	18,319 -309	-2%	-$15.2K	0.46%	27
2024 Q4	$902K	Buy	18,628 +348	+2%	+$17K	0.45%	26
2024 Q3	$892K	Buy	18,280 +1,954	+12%	+$95.2K	0.44%	26
2024 Q2	$792K	Buy	16,326 +1,912	+13%	+$92K	0.57%	27
2024 Q1	$690K	Sell	14,414 -4,302	-23%	-$205K	0.58%	27
2023 Q4	$889K	Buy	+18,716	New	+$887K	0.89%	26

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 Solutions's VTIP Position: Q2 2026 in Review

Physician Wealth Solutions increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.4% in Q2 2026, buying an estimated $24.9K and bringing the position to 20,831 shares worth $1.05M. The position accounts for 0.4% of the portfolio, ranked #28.

Physician Wealth Solutions first reported a position in VTIP in Q4 2023 and has held it in 11 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Physician Wealth Solutions held 20,831 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.05M as of Q2 2026.
Physician Wealth Solutions bought 496 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $24.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.4% of Physician Wealth Solutions's portfolio in Q2 2026, its #28 holding.
Physician Wealth Solutions first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 11 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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