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

SteelPeak Wealth’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 		$1.08M Buy
21,525
+184
+0.9% +$9.25K 0.03% 302
2026
Q1 		$1.07M Buy
21,341
+3,313
+18% +$165K 0.03% 278
2025
Q4 		$892K Sell
18,028
-482
-3% -$24.1K 0.03% 292
2025
Q3 		$937K Buy
18,510
+970
+6% +$48.8K 0.03% 298
2025
Q2 		$882K Buy
17,540
+312
+2% +$15.6K 0.03% 283
2025
Q1 		$860K Sell
17,228
-3,400
-16% -$167K 0.04% 278
2024
Q4 		$999K Sell
20,628
-850
-4% -$41.5K 0.04% 247
2024
Q3 		$1.06M Sell
21,478
-1,081
-5% -$52.6K 0.05% 225
2024
Q2 		$1.1M Sell
22,559
-679
-3% -$32.7K 0.05% 221
2024
Q1 		$1.11M Sell
23,238
-549
-2% -$26.1K 0.06% 205
2023
Q4 		$1.13M Sell
23,787
-4,186
-15% -$198K 0.07% 195
2023
Q3 		$1.32M Buy
27,973
+1,233
+5% +$58.3K 0.08% 165
2023
Q2 		$1.27M Buy
26,740
+407
+2% +$19.4K 0.08% 167
2023
Q1 		$1.26M Sell
26,333
-952
-3% -$44.8K 0.09% 153
2022
Q4 		$1.27M Sell
27,285
-80
-0.3% -$3.81K 0.09% 157
2022
Q3 		$1.32M Sell
27,365
-36
-0.1% -$1.78K 0.1% 146
2022
Q2 		$1.37M Sell
27,401
-561
-2% -$28.4K 0.1% 145
2022
Q1 		$1.43M Buy
+27,962
New +$1.43M 0.08% 149

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

SteelPeak Wealth's VTIP Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.86% in Q2 2026, buying an estimated $9.25K and bringing the position to 21,525 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #302.

SteelPeak Wealth first reported a position in VTIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.43M in Q1 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • SteelPeak Wealth held 21,525 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.08M as of Q2 2026.
  • SteelPeak Wealth bought 184 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $9.25K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #302 holding.
  • SteelPeak Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 18 quarters since.
  • SteelPeak Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.43M in Q1 2022.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.