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

RWA Wealth 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	$8.45M	Buy	168,213 +22,720	+16%	+$1.14M	0.08%	128
2026 Q1	$7.27M	Buy	+145,493	New	+$7.24M	0.08%	130
2024 Q4	–	Sell	-6,230	Closed	-$307K	–	597
2024 Q3	$307K	Hold	6,230	–	–	﹤0.01%	474
2024 Q2	$302K	Buy	+6,230	New	+$300K	﹤0.01%	460
2021 Q2	–	Sell	-15,396	Closed	-$794K	–	256
2021 Q1	$794K	Buy	+15,396	New	+$792K	0.06%	137
2019 Q3	–	Sell	-22,144	Closed	-$1.09M	–	241
2019 Q2	$1.09M	Sell	22,144 -2,362	-10%	-$116K	0.12%	112
2019 Q1	$1.19M	Sell	24,506 -4,494	-15%	-$217K	0.14%	106
2018 Q4	$1.39M	Buy	+29,000	New	+$1.4M	0.18%	101

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

RWA Wealth Partners's VTIP Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 16% in Q2 2026, buying an estimated $1.14M and bringing the position to 168,213 shares worth $8.45M. The position accounts for 0.08% of the portfolio, ranked #128.

RWA Wealth Partners first reported a position in VTIP in Q4 2018 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

RWA Wealth Partners held 168,213 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.45M as of Q2 2026.
RWA Wealth Partners bought 22,720 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $1.14M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.08% of RWA Wealth Partners's portfolio in Q2 2026, its #128 holding.
RWA Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2018 and has held it in 8 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.