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

Sax Wealth 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 Q2	$280K	Sell	5,606 -904	-14%	-$45.4K	0.01%	457
2026 Q1	$322K	Hold	6,510	–	–	0.02%	370
2025 Q4	$322K	Buy	6,510 +1,453	+29%	+$72.7K	0.02%	380
2025 Q3	$256K	Sell	5,057 -113	-2%	-$5.69K	0.01%	379
2025 Q2	$260K	Buy	+5,170	New	+$258K	0.02%	368
2024 Q1	–	Sell	-6,965	Closed	-$331K	–	215
2023 Q4	$331K	Sell	6,965 -500	-7%	-$23.7K	0.05%	141
2023 Q3	$353K	Sell	7,465 -1,037	-12%	-$49K	0.07%	133
2023 Q2	$403K	Hold	8,502	–	–	0.08%	129
2023 Q1	$407K	Sell	8,502 -650	-7%	-$30.6K	0.09%	121
2022 Q4	$428K	Sell	9,152 -3,297	-26%	-$157K	0.1%	113
2022 Q3	$599K	Sell	12,449 -201	-2%	-$9.96K	0.15%	85
2022 Q2	$634K	Buy	+12,650	New	+$640K	0.16%	85

Other funds holding VTIP

EWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Sax Wealth Advisors's VTIP Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q2 2026, selling an estimated $45.4K and leaving 5,606 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #457.

Sax Wealth Advisors first reported a position in VTIP in Q2 2022 and has held it in 12 quarters since. The position peaked at $634K in Q2 2022. 229 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Sax Wealth Advisors held 5,606 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $280K as of Q2 2026.
Sax Wealth Advisors sold 904 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $45.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #457 holding.
Sax Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022 and has held it in 12 quarters since.
Sax Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $634K in Q2 2022.
229 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.