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Silver Grove Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Silver Grove Financial 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
Q2 		$373K Sell
7,433
-63
-0.8% -$3.17K 0.2% 94
2026
Q1 		$374K Sell
7,496
-2,324
-24% -$116K 0.3% 73
2025
Q4 		$486K Buy
9,820
+379
+4% +$18.9K 0.42% 55
2025
Q3 		$478K Buy
+9,441
New +$475K 0.45% 59

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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

Silver Grove Financial Group's VTIP Position: Q2 2026 in Review

Silver Grove Financial Group reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.84% in Q2 2026, selling an estimated $3.17K and leaving 7,433 shares worth $373K. The position accounts for 0.2% of the portfolio, ranked #94.

Silver Grove Financial Group first reported a position in VTIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $486K in Q4 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Silver Grove Financial Group held 7,433 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $373K as of Q2 2026.
  • Silver Grove Financial Group sold 63 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.17K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.2% of Silver Grove Financial Group's portfolio in Q2 2026, its #94 holding.
  • Silver Grove Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Silver Grove Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $486K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.