Provident Living Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Provident Living Financial Services’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	$388K	Sell	7,734 -171	-2%	-$8.6K	0.38%	42
2026 Q1	$395K	Hold	7,905	–	–	0.44%	41
2025 Q4	$391K	Buy	+7,905	New	+$395K	0.38%	44

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EWM

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FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Provident Living Financial Services's VTIP Position: Q2 2026 in Review

Provident Living Financial Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.2% in Q2 2026, selling an estimated $8.6K and leaving 7,734 shares worth $388K. The position accounts for 0.38% of the portfolio, ranked #42.

Provident Living Financial Services first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $395K in Q1 2026. 620 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Provident Living Financial Services held 7,734 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $388K as of Q2 2026.
Provident Living Financial Services sold 171 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $8.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.38% of Provident Living Financial Services's portfolio in Q2 2026, its #42 holding.
Provident Living Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
Provident Living Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $395K in Q1 2026.
620 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.