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 Q3	–	Sell	-3	Closed	-$151	–	908
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

SOA Wealth Advisors's VTIP Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2026, closing a stake of 3 shares — an estimated $151 sold.

SOA Wealth Advisors first reported a position in VTIP in Q2 2025 and held it in 5 quarters. The position peaked at $152 in Q3 2025. 784 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

SOA Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2026 after selling out during the quarter.
SOA Wealth Advisors sold 3 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $151.
SOA Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2025 and held it in 5 quarters.
SOA Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $152 in Q3 2025.
784 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.