Sheets Smith Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Sheets Smith Wealth 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	$1.27M	Hold	25,257	–	–	0.13%	163
2026 Q1	$1.26M	Buy	25,257 +2,003	+9%	+$99.6K	0.14%	152
2025 Q4	$1.15M	Buy	23,254 +2,750	+13%	+$138K	0.13%	161
2025 Q3	$1.04M	Buy	20,504 +2,092	+11%	+$105K	0.12%	168
2025 Q2	$926K	Buy	+18,412	New	+$919K	0.11%	180
2022 Q2	–	Sell	-8,513	Closed	-$436K	–	350
2022 Q1	$436K	Hold	8,513	–	–	0.06%	234
2021 Q4	$438K	Buy	8,513 +1,614	+23%	+$84K	0.05%	252
2021 Q3	$363K	Buy	6,899 +54	+0.8%	+$2.83K	0.05%	268
2021 Q2	$359K	Sell	6,845 -1,060	-13%	-$55.2K	0.05%	274
2021 Q1	$407K	Buy	7,905 +12	+0.2%	+$617	0.06%	236
2020 Q4	$403K	Sell	7,893 -150	-2%	-$7.63K	0.06%	231
2020 Q3	$410K	Hold	8,043	–	–	0.07%	210
2020 Q2	$404K	Hold	8,043	–	–	0.08%	178
2020 Q1	$392K	Buy	+8,043	New	+$395K	0.08%	182

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

Sheets Smith Wealth Management's VTIP Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 25,257 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #163.

Sheets Smith Wealth Management first reported a position in VTIP in Q1 2020 and has held it in 14 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Sheets Smith Wealth Management held 25,257 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.27M as of Q2 2026.
Sheets Smith Wealth Management left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #163 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2020 and has held it in 14 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.