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

Proactive Wealth Strategies’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 		$204K Sell
4,060
-78
-2% -$3.92K 0.03% 217
2026
Q1 		$207K Buy
+4,138
New +$206K 0.04% 199

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Proactive Wealth Strategies's VTIP Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.9% in Q2 2026, selling an estimated $3.92K and leaving 4,060 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #217.

Proactive Wealth Strategies first reported a position in VTIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $207K in Q1 2026. 687 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Proactive Wealth Strategies held 4,060 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $204K as of Q2 2026.
  • Proactive Wealth Strategies sold 78 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.92K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Proactive Wealth Strategies's portfolio in Q2 2026, its #217 holding.
  • Proactive Wealth Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Proactive Wealth Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $207K in Q1 2026.
  • 687 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.