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

Root Financial Partners’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	$700K	Sell	13,930 -6,510	-32%	-$327K	0.03%	153
2026 Q1	$1.02M	Buy	20,440 +11,142	+120%	+$554K	0.05%	103
2025 Q4	$460K	Sell	9,298 -74	-0.8%	-$3.7K	0.02%	178
2025 Q3	$474K	Buy	9,372 +4,746	+103%	+$239K	0.03%	152
2025 Q2	$233K	Sell	4,626 -5,682	-55%	-$284K	0.02%	223
2025 Q1	$514K	Sell	10,308 -4	-0%	-$196	0.05%	113
2024 Q4	$499K	Buy	10,312 +486	+5%	+$23.7K	0.06%	115
2024 Q3	$485K	Buy	9,826 +49	+0.5%	+$2.39K	0.08%	94
2024 Q2	$475K	Sell	9,777 -1,431	-13%	-$68.8K	0.11%	70
2024 Q1	$537K	Sell	11,208 -417	-4%	-$19.9K	0.16%	54
2023 Q4	$552K	Buy	11,625 +2,492	+27%	+$118K	0.21%	49
2023 Q3	$432K	Buy	+9,133	New	+$432K	0.23%	47

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

Root Financial Partners's VTIP Position: Q2 2026 in Review

Root Financial Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 32% in Q2 2026, selling an estimated $327K and leaving 13,930 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #153.

Root Financial Partners first reported a position in VTIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2026. 951 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Root Financial Partners held 13,930 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $700K as of Q2 2026.
Root Financial Partners sold 6,510 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $327K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #153 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2023 and has held it in 12 quarters since.
Root Financial Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.02M in Q1 2026.
951 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.