SOA Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

SOA Wealth 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	$151	Hold	3	–	–	﹤0.01%	856
2026 Q1	$150	Hold	3	–	–	﹤0.01%	822
2025 Q4	$148	Hold	3	–	–	﹤0.01%	823
2025 Q3	$152	Hold	3	–	–	﹤0.01%	845
2025 Q2	$151	Buy	+3	New	+$150	﹤0.01%	827

Other funds holding VTIP

EWM

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

SOA Wealth Advisors's VTIP Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 3 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #856.

SOA Wealth Advisors first reported a position in VTIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $152 in Q3 2025. 229 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

SOA Wealth Advisors held 3 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $151 as of Q2 2026.
SOA Wealth Advisors 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 ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #856 holding.
SOA Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and has held it in 5 quarters since.
SOA Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $152 in Q3 2025.
229 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.