Signature Estate & Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Signature Estate & Investment 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	$1.21M	Sell	24,112 -2,750	-10%	-$138K	0.02%	239
2026 Q1	$1.34M	Sell	26,862 -450	-2%	-$22.4K	0.03%	222
2025 Q4	$1.35M	Buy	27,312 +3,661	+15%	+$183K	0.03%	215
2025 Q3	$1.2M	Buy	23,651 +1,745	+8%	+$87.8K	0.03%	220
2025 Q2	$1.1M	Buy	21,906 +275	+1%	+$13.7K	0.03%	220
2025 Q1	$1.08M	Buy	21,631 +1,995	+10%	+$97.9K	0.03%	204
2024 Q4	$951K	Buy	19,636 +8,656	+79%	+$423K	0.02%	228
2024 Q3	$541K	Buy	10,980 +21	+0.2%	+$1.02K	0.01%	293
2024 Q2	$532K	Buy	+10,959	New	+$527K	0.01%	287

Other funds holding VTIP

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

EWM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Signature Estate & Investment Advisors's VTIP Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, selling an estimated $138K and leaving 24,112 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #239.

Signature Estate & Investment Advisors first reported a position in VTIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q4 2025. 603 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Signature Estate & Investment Advisors held 24,112 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.21M as of Q2 2026.
Signature Estate & Investment Advisors sold 2,750 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $138K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #239 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.35M in Q4 2025.
603 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.