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

ShankerValleau 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	$9.48M	Buy	188,667 +6,876	+4%	+$346K	2.5%	11
2026 Q1	$9.08M	Buy	181,791 +4,119	+2%	+$205K	2.56%	11
2025 Q4	$8.79M	Buy	177,672 +10,727	+6%	+$536K	2.38%	11
2025 Q3	$8.45M	Buy	166,945 +8,448	+5%	+$425K	2.17%	11
2025 Q2	$7.97M	Buy	158,497 +2,223	+1%	+$111K	2.27%	11
2025 Q1	$7.8M	Buy	156,274 +2,002	+1%	+$98.3K	2.53%	11
2024 Q4	$7.47M	Buy	+154,272	New	+$7.54M	2.4%	12

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

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

ShankerValleau Wealth Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.8% in Q2 2026, buying an estimated $346K and bringing the position to 188,667 shares worth $9.48M. The position accounts for 2.5% of the portfolio, ranked #11.

ShankerValleau Wealth Advisors first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

ShankerValleau Wealth Advisors held 188,667 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.48M as of Q2 2026.
ShankerValleau Wealth Advisors bought 6,876 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $346K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.5% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #11 holding.
ShankerValleau Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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