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

Secure Asset 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 		$6.41M Sell
127,696
-582
-0.5% -$29.3K 0.9% 25
2026
Q1 		$6.41M Buy
128,278
+51,016
+66% +$2.54M 1.01% 19
2025
Q4 		$3.82M Buy
77,262
+4,927
+7% +$246K 0.6% 39
2025
Q3 		$3.62M Buy
72,335
+4,626
+7% +$233K 0.6% 43
2025
Q2 		$3.4M Sell
67,709
-116,533
-63% -$5.82M 0.63% 36
2025
Q1 		$9.19M Buy
184,242
+19,133
+12% +$939K 1.84% 8
2024
Q4 		$7.99M Buy
165,109
+5,879
+4% +$287K 1.21% 12
2024
Q3 		$7.85M Buy
159,230
+8,805
+6% +$429K 1.32% 11
2024
Q2 		$7.3M Buy
150,425
+94,987
+171% +$4.57M 1.38% 13
2024
Q1 		$2.65M Buy
55,438
+2,842
+5% +$135K 0.62% 29
2023
Q4 		$2.5M Sell
52,596
-699
-1% -$33.1K 0.67% 30
2023
Q3 		$2.52M Sell
53,295
-998
-2% -$47.2K 0.75% 29
2023
Q2 		$2.57M Sell
54,293
-78,704
-59% -$3.75M 0.78% 26
2023
Q1 		$6.36M Buy
132,997
+1,610
+1% +$75.8K 2.12% 5
2022
Q4 		$6.14M Buy
131,387
+15,852
+14% +$755K 2.2% 4
2022
Q3 		$5.56M Buy
115,535
+9,825
+9% +$487K 3.11% 4
2022
Q2 		$5.3M Buy
105,710
+6,520
+7% +$330K 2.93% 6
2022
Q1 		$5.08M Buy
99,190
+1,562
+2% +$80.1K 2.29% 6
2021
Q4 		$5.02M Buy
97,628
+20,931
+27% +$1.09M 2.03% 8
2021
Q3 		$4.03M Buy
76,697
+428
+0.6% +$22.4K 1.99% 9
2021
Q2 		$4M Buy
76,269
+7,212
+10% +$376K 2.03% 10
2021
Q1 		$3.56M Buy
+69,057
New +$3.55M 1.98% 10

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

Secure Asset Management's VTIP Position: Q2 2026 in Review

Secure Asset Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.45% in Q2 2026, selling an estimated $29.3K and leaving 127,696 shares worth $6.41M. The position accounts for 0.9% of the portfolio, ranked #25.

Secure Asset Management first reported a position in VTIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.19M in Q1 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Secure Asset Management held 127,696 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.41M as of Q2 2026.
  • Secure Asset Management sold 582 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $29.3K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.9% of Secure Asset Management's portfolio in Q2 2026, its #25 holding.
  • Secure Asset Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 22 quarters since.
  • Secure Asset Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.19M in Q1 2025.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.