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

Sequoia Financial 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	$4.43M	Sell	88,219 -4,823	-5%	-$242K	0.02%	376
2026 Q1	$4.65M	Sell	93,042 -198	-0.2%	-$9.85K	0.03%	339
2025 Q4	$4.61M	Sell	93,240 -18,096	-16%	-$905K	0.03%	345
2025 Q3	$5.64M	Buy	111,336 +1,637	+1%	+$82.4K	0.03%	283
2025 Q2	$5.51M	Sell	109,699 -84,689	-44%	-$4.23M	0.04%	263
2025 Q1	$9.7M	Sell	194,388 -60,454	-24%	-$2.97M	0.07%	194
2024 Q4	$12.3M	Buy	254,842 +250,678	+6,020%	+$12.2M	0.12%	154
2024 Q3	$205K	Buy	+4,164	New	+$203K	﹤0.01%	1155
2023 Q1	–	Sell	-4,961	Closed	-$232K	–	878
2022 Q4	$232K	Sell	4,961 -607	-11%	-$28.9K	0.01%	680
2022 Q3	$268K	Sell	5,568 -5,086	-48%	-$252K	0.01%	419
2022 Q2	$534K	Buy	10,654 +6,270	+143%	+$317K	0.02%	313
2022 Q1	$225K	Buy	+4,384	New	+$225K	0.01%	591

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

Sequoia Financial Advisors's VTIP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 5.2% in Q2 2026, selling an estimated $242K and leaving 88,219 shares worth $4.43M. The position accounts for 0.02% of the portfolio, ranked #376.

Sequoia Financial Advisors first reported a position in VTIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $12.3M in Q4 2024. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Sequoia Financial Advisors held 88,219 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $4.43M as of Q2 2026.
Sequoia Financial Advisors sold 4,823 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $242K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #376 holding.
Sequoia Financial Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 12 quarters since.
Sequoia Financial Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.3M in Q4 2024.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.