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

SpringVest 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	$2.52M	Buy	50,139 +6,268	+14%	+$315K	1.58%	16
2026 Q1	$2.19M	Sell	43,871 -3,692	-8%	-$184K	1.5%	17
2025 Q4	$2.35M	Sell	47,563 -10,671	-18%	-$534K	1.64%	15
2025 Q3	$2.95M	Buy	58,234 +3,141	+6%	+$158K	2.17%	12
2025 Q2	$2.77M	Buy	55,093 +823	+2%	+$41.1K	2.24%	11
2025 Q1	$2.71M	Buy	54,270 +4,466	+9%	+$219K	2.25%	12
2024 Q4	$2.41M	Buy	+49,804	New	+$2.43M	2.07%	13

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

SpringVest Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 14% in Q2 2026, buying an estimated $315K and bringing the position to 50,139 shares worth $2.52M. The position accounts for 1.58% of the portfolio, ranked #16.

SpringVest Wealth Management first reported a position in VTIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95M in Q3 2025. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

SpringVest Wealth Management held 50,139 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.52M as of Q2 2026.
SpringVest Wealth Management bought 6,268 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $315K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 1.58% of SpringVest Wealth Management's portfolio in Q2 2026, its #16 holding.
SpringVest Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.95M in Q3 2025.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.