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Steward Partners Investment Advisory’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Steward Partners Investment Advisory’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 		$8.63M Buy
171,857
+5,378
+3% +$270K 0.04% 390
2026
Q1 		$8.32M Buy
166,479
+5,297
+3% +$263K 0.04% 371
2025
Q4 		$7.97M Sell
161,182
-132
-0.1% -$6.6K 0.04% 355
2025
Q3 		$8.17M Buy
161,314
+4,424
+3% +$223K 0.05% 335
2025
Q2 		$7.89M Buy
156,890
+24,309
+18% +$1.21M 0.06% 305
2025
Q1 		$6.62M Buy
132,581
+459
+0.3% +$22.5K 0.06% 328
2024
Q4 		$6.4M Buy
132,122
+3,770
+3% +$184K 0.06% 323
2024
Q3 		$6.33M Buy
128,352
+3,175
+3% +$155K 0.06% 311
2024
Q2 		$6.08M Sell
125,177
-2,728
-2% -$131K 0.06% 294
2024
Q1 		$6.13M Buy
127,905
+55,409
+76% +$2.64M 0.07% 286
2023
Q4 		$3.44M Buy
72,496
+1,688
+2% +$80K 0.05% 364
2023
Q3 		$3.35M Buy
70,808
+10,646
+18% +$503K 0.05% 339
2023
Q2 		$2.85M Buy
60,162
+33,432
+125% +$1.59M 0.04% 384
2023
Q1 		$1.28M Buy
26,730
+14,882
+126% +$701K 0.02% 609
2022
Q4 		$553K Sell
11,848
-322,824
-96% -$15.4M 0.01% 881
2022
Q3 		$16.1M Buy
334,672
+14,780
+5% +$732K 0.3% 71
2022
Q2 		$16M Buy
319,892
+4,139
+1% +$209K 0.29% 79
2022
Q1 		$16.2M Buy
315,753
+301,791
+2,162% +$15.5M 0.25% 90
2021
Q4 		$718K Sell
13,962
-1,761
-11% -$91.7K 0.01% 816
2021
Q3 		$827K Buy
15,723
+209
+1% +$11K 0.01% 729
2021
Q2 		$813K Sell
15,514
-196
-1% -$10.2K 0.01% 755
2021
Q1 		$810K Buy
15,710
+1,002
+7% +$51.5K 0.01% 722
2020
Q4 		$752K Buy
14,708
+250
+2% +$12.7K 0.02% 650
2020
Q3 		$738K Buy
14,458
+9,948
+221% +$505K 0.02% 568
2020
Q2 		$226K Buy
4,510
+2,590
+135% +$129K 0.01% 843
2020
Q1 		$93K Sell
1,920
-271
-12% -$13.3K ﹤0.01% 1020
2019
Q4 		$107K Buy
2,191
+243
+12% +$12K ﹤0.01% 1112
2019
Q3 		$95K Buy
1,948
+1,379
+242% +$68.1K ﹤0.01% 1105
2019
Q2 		$28K Buy
+569
New +$27.9K ﹤0.01% 1576
2018
Q4 		– Sell
-8,010
Closed -$387K – 2131
2018
Q3 		$387K Buy
8,010
+4,662
+139% +$228K 0.02% 568
2018
Q2 		$164K Buy
3,348
+3,048
+1,016% +$149K 0.01% 710
2018
Q1 		$14K Buy
300
+100
+50% +$4.87K ﹤0.01% 1473
2017
Q4 		$9K Hold
200
– – ﹤0.01% 1379
2017
Q3 		$9K Hold
200
– – ﹤0.01% 1148
2017
Q2 		$9K Buy
+200
New +$9.88K ﹤0.01% 1081

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

Steward Partners Investment Advisory's VTIP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 3.2% in Q2 2026, buying an estimated $270K and bringing the position to 171,857 shares worth $8.63M. The position accounts for 0.04% of the portfolio, ranked #390.

Steward Partners Investment Advisory first reported a position in VTIP in Q2 2017 and has held it in 35 quarters since. The position peaked at $16.2M in Q1 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Steward Partners Investment Advisory held 171,857 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.63M as of Q2 2026.
  • Steward Partners Investment Advisory bought 5,378 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $270K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #390 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $16.2M 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.