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Southland Equity Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Southland Equity Partners’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 		$396K Sell
7,891
-64
-0.8% -$3.22K 0.07% 203
2026
Q1 		$397K Sell
7,955
-303
-4% -$15.1K 0.08% 177
2025
Q4 		$408K Sell
8,258
-1,173
-12% -$58.7K 0.08% 168
2025
Q3 		$477K Sell
9,431
-3,963
-30% -$199K 0.1% 145
2025
Q2 		$673K Buy
13,394
+349
+3% +$17.4K 0.15% 101
2025
Q1 		$651K Sell
13,045
-811
-6% -$39.8K 0.15% 103
2024
Q4 		$671K Buy
13,856
+808
+6% +$39.5K 0.16% 99
2024
Q3 		$643K Buy
13,048
+725
+6% +$35.3K 0.16% 96
2024
Q2 		$598K Buy
12,323
+263
+2% +$12.6K 0.17% 85
2024
Q1 		$578K Buy
12,060
+137
+1% +$6.52K 0.16% 85
2023
Q4 		$566K Buy
11,923
+445
+4% +$21.1K 0.18% 79
2023
Q3 		$543K Buy
11,478
+401
+4% +$18.9K 0.19% 76
2023
Q2 		$525K Buy
11,077
+96
+0.9% +$4.58K 0.18% 80
2023
Q1 		$525K Buy
10,981
+833
+8% +$39.2K 0.21% 83
2022
Q4 		$474K Buy
10,148
+3,950
+64% +$188K 0.18% 83
2022
Q3 		$298K Buy
+6,198
New +$307K 0.15% 105

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

Southland Equity Partners's VTIP Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.8% in Q2 2026, selling an estimated $3.22K and leaving 7,891 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #203.

Southland Equity Partners first reported a position in VTIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $673K in Q2 2025. 946 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Southland Equity Partners held 7,891 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $396K as of Q2 2026.
  • Southland Equity Partners sold 64 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $3.22K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #203 holding.
  • Southland Equity Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2022 and has held it in 16 quarters since.
  • Southland Equity Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $673K in Q2 2025.
  • 946 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.