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

Sagace Wealth Management’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 		$3.34M Buy
66,445
+96
+0.1% +$4.83K 2.09% 18
2026
Q1 		$3.31M Buy
66,349
+1,056
+2% +$52.5K 2.22% 17
2025
Q4 		$3.23M Buy
65,293
+1,148
+2% +$57.4K 2.19% 17
2025
Q3 		$3.25M Buy
64,145
+45,594
+246% +$2.29M 2.21% 17
2025
Q2 		$933K Buy
18,551
+7,136
+63% +$356K 0.7% 36
2025
Q1 		$570K Hold
11,415
– – 0.43% 43
2024
Q4 		$553K Sell
11,415
-4,703
-29% -$230K 0.41% 46
2024
Q3 		$789K Buy
16,118
+625
+4% +$30.4K 0.61% 37
2024
Q2 		$748K Buy
+15,493
New +$745K 0.73% 36

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Sagace Wealth Management's VTIP Position: Q2 2026 in Review

Sagace Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.14% in Q2 2026, buying an estimated $4.83K and bringing the position to 66,445 shares worth $3.34M. The position accounts for 2.09% of the portfolio, ranked #18.

Sagace Wealth Management first reported a position in VTIP in Q2 2024 and has held it in 9 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Sagace Wealth Management held 66,445 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.34M as of Q2 2026.
  • Sagace Wealth Management bought 96 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $4.83K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.09% of Sagace Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Sagace Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 9 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.