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

Smith Partners 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	$505K	Sell	10,057 -1,746	-15%	-$87.8K	0.4%	39
2026 Q1	$590K	Sell	11,803 -1,998	-14%	-$99.4K	0.53%	38
2025 Q4	$683K	Buy	+13,801	New	+$690K	0.63%	32

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

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

Smith Partners Wealth Management reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 15% in Q2 2026, selling an estimated $87.8K and leaving 10,057 shares worth $505K. The position accounts for 0.4% of the portfolio, ranked #39.

Smith Partners Wealth Management first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $683K in Q4 2025. 947 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Smith Partners Wealth Management held 10,057 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $505K as of Q2 2026.
Smith Partners Wealth Management sold 1,746 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $87.8K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.4% of Smith Partners Wealth Management's portfolio in Q2 2026, its #39 holding.
Smith Partners Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $683K in Q4 2025.
947 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.