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

Sovereign 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 		$9.92M Buy
197,426
+8,641
+5% +$434K 1.52% 15
2026
Q1 		$9.43M Buy
188,785
+16,822
+10% +$837K 1.64% 13
2025
Q4 		$8.51M Buy
171,963
+1,303
+0.8% +$65.2K 1.47% 15
2025
Q3 		$8.64M Buy
170,660
+5,195
+3% +$261K 1.62% 14
2025
Q2 		$8.32M Buy
165,465
+4,343
+3% +$217K 1.71% 12
2025
Q1 		$8.04M Buy
161,122
+19,883
+14% +$976K 1.85% 12
2024
Q4 		$6.84M Buy
141,239
+6,483
+5% +$317K 1.57% 14
2024
Q3 		$6.64M Buy
134,756
+5,633
+4% +$274K 1.55% 13
2024
Q2 		$6.27M Sell
129,123
-1,487
-1% -$71.5K 1.56% 14
2024
Q1 		$6.25M Sell
130,610
-1,470
-1% -$70K 1.66% 11
2023
Q4 		$6.27M Buy
132,080
+14,222
+12% +$674K 1.91% 11
2023
Q3 		$5.57M Buy
117,858
+8,714
+8% +$412K 1.98% 11
2023
Q2 		$5.18M Buy
109,144
+10,044
+10% +$479K 1.69% 11
2023
Q1 		$4.74M Buy
99,100
+1,900
+2% +$89.5K 1.76% 12
2022
Q4 		$4.54M Sell
97,200
-20,489
-17% -$976K 1.79% 12
2022
Q3 		$5.66M Buy
117,689
+9,067
+8% +$449K 2.3% 11
2022
Q2 		$5.44M Buy
108,622
+1,616
+2% +$81.7K 2.15% 10
2022
Q1 		$5.48M Buy
107,006
+4,147
+4% +$213K 2.03% 10
2021
Q4 		$5.29M Sell
102,859
-2,193
-2% -$114K 2.12% 8
2021
Q3 		$5.52M Buy
105,052
+41,729
+66% +$2.19M 3.18% 4
2021
Q2 		$3.26M Hold
63,323
– – 1.98% 9
2021
Q1 		$3.26M Buy
63,323
+12,248
+24% +$630K 2.04% 8
2020
Q4 		$2.61M Buy
+51,075
New +$2.6M 1.88% 12

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

Sovereign Financial Group's VTIP Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.6% in Q2 2026, buying an estimated $434K and bringing the position to 197,426 shares worth $9.92M. The position accounts for 1.52% of the portfolio, ranked #15.

Sovereign Financial Group first reported a position in VTIP in Q4 2020 and has held it in 23 quarters since. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Sovereign Financial Group held 197,426 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $9.92M as of Q2 2026.
  • Sovereign Financial Group bought 8,641 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $434K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.52% of Sovereign Financial Group's portfolio in Q2 2026, its #15 holding.
  • Sovereign Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.