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

Resurgent Financial 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 Q1	$382K	Buy	7,644 +125	+2%	+$6.22K	0.14%	178
2025 Q4	$372K	Buy	7,519 +1,636	+28%	+$81.8K	0.19%	152
2025 Q3	$298K	Buy	+5,883	New	+$296K	0.15%	172

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Resurgent Financial Advisors's VTIP Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.7% in Q1 2026, buying an estimated $6.22K and bringing the position to 7,644 shares worth $382K. The position accounts for 0.14% of the portfolio, ranked #178.

Resurgent Financial Advisors first reported a position in VTIP in Q3 2025 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Resurgent Financial Advisors held 7,644 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $382K as of Q1 2026.
Resurgent Financial Advisors bought 125 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $6.22K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.14% of Resurgent Financial Advisors's portfolio in Q1 2026, its #178 holding.
Resurgent Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 3 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.