PAG
VTIP icon

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

Poinciana Advisors Group’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 		$5.19M Buy
103,402
+1,551
+2% +$78K 3.85% 6
2026
Q1 		$5.09M Buy
101,851
+2,745
+3% +$137K 4.02% 6
2025
Q4 		$4.9M Sell
99,106
-2,616
-3% -$131K 3.87% 6
2025
Q3 		$5.15M Buy
101,722
+3,445
+4% +$173K 4.35% 6
2025
Q2 		$4.94M Sell
98,277
-4,375
-4% -$218K 4.45% 6
2025
Q1 		$5.12M Buy
102,652
+5,159
+5% +$253K 5.31% 5
2024
Q4 		$4.72M Buy
+97,493
New +$4.76M 4.79% 6

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

Poinciana Advisors Group's VTIP Position: Q2 2026 in Review

Poinciana Advisors Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.5% in Q2 2026, buying an estimated $78K and bringing the position to 103,402 shares worth $5.19M. The position accounts for 3.85% of the portfolio, ranked #6.

Poinciana Advisors Group first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 644 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Poinciana Advisors Group held 103,402 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $5.19M as of Q2 2026.
  • Poinciana Advisors Group bought 1,551 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $78K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 3.85% of Poinciana Advisors Group's portfolio in Q2 2026, its #6 holding.
  • Poinciana Advisors Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 644 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.