Shared Vision Wealth Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Shared Vision Wealth Group’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 Q1	$444K	Hold	8,885	–	–	0.18%	67
2025 Q4	$440K	Hold	8,885	–	–	0.18%	67
2025 Q3	$446K	Hold	8,885	–	–	0.19%	60
2025 Q2	$444K	Hold	8,885	–	–	0.22%	51
2025 Q1	$443K	Hold	8,885	–	–	0.24%	47
2024 Q4	$430K	Sell	8,885 -620	-7%	-$30.3K	0.23%	48
2024 Q3	$469K	Hold	9,505	–	–	0.25%	46
2024 Q2	$461K	Buy	9,505 +620	+7%	+$29.8K	0.27%	48
2024 Q1	$426K	Hold	8,885	–	–	0.27%	50
2023 Q4	$422K	Buy	+8,885	New	+$421K	0.28%	47

Other funds holding VTIP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Shared Vision Wealth Group's VTIP Position: Q1 2026 in Review

Shared Vision Wealth Group held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q1 2026 at 8,885 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #67.

Shared Vision Wealth Group first reported a position in VTIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $469K in Q3 2024. 912 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Shared Vision Wealth Group held 8,885 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $444K as of Q1 2026.
Shared Vision Wealth Group left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q1 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.18% of Shared Vision Wealth Group's portfolio in Q1 2026, its #67 holding.
Shared Vision Wealth Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $469K in Q3 2024.
912 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.