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

Spire 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 		$6.01M Buy
119,732
+3,140
+3% +$158K 0.18% 117
2026
Q1 		$5.82M Buy
116,592
+7,561
+7% +$376K 0.2% 109
2025
Q4 		$5.39M Buy
109,031
+9,612
+10% +$481K 0.18% 111
2025
Q3 		$5.03M Sell
99,419
-467
-0.5% -$23.5K 0.17% 120
2025
Q2 		$5.02M Buy
99,886
+6,609
+7% +$330K 0.18% 107
2025
Q1 		$4.65M Buy
93,277
+4,920
+6% +$242K 0.15% 135
2024
Q4 		$4.28M Buy
88,357
+6,121
+7% +$299K 0.13% 142
2024
Q3 		$4.06M Buy
82,236
+11,706
+17% +$570K 0.14% 136
2024
Q2 		$3.42M Sell
70,530
-2,242
-3% -$108K 0.12% 164
2024
Q1 		$3.49M Buy
72,772
+7,304
+11% +$348K 0.06% 189
2023
Q4 		$3.11M Buy
65,468
+62,654
+2,227% +$2.97M 0.1% 190
2023
Q3 		$133K Buy
2,814
+58
+2% +$2.74K 0.01% 843
2023
Q2 		$131K Sell
2,756
-1,490
-35% -$71K ﹤0.01% 878
2023
Q1 		$203K Sell
4,246
-2,770
-39% -$130K 0.01% 723
2022
Q4 		$328K Sell
7,016
-1,172
-14% -$55.8K 0.02% 441
2022
Q3 		$394K Sell
8,188
-36,144
-82% -$1.79M 0.02% 382
2022
Q2 		$2.22M Sell
44,332
-52,101
-54% -$2.64M 0.09% 195
2022
Q1 		$4.94M Buy
96,433
+11,026
+13% +$565K 0.13% 155
2021
Q4 		$4.39M Buy
85,407
+39,357
+85% +$2.05M 0.1% 186
2021
Q3 		$2.42M Buy
46,050
+12,016
+35% +$630K 0.06% 253
2021
Q2 		$1.78M Buy
34,034
+9,206
+37% +$480K 0.05% 313
2021
Q1 		$1.28M Buy
+24,828
New +$1.28M 0.03% 377

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

Spire Wealth Management's VTIP Position: Q2 2026 in Review

Spire Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.7% in Q2 2026, buying an estimated $158K and bringing the position to 119,732 shares worth $6.01M. The position accounts for 0.18% of the portfolio, ranked #117.

Spire Wealth Management first reported a position in VTIP in Q1 2021 and has held it in 22 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Spire Wealth Management held 119,732 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $6.01M as of Q2 2026.
  • Spire Wealth Management bought 3,140 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $158K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.18% of Spire Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Spire Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 22 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.