Stewardship Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Stewardship Advisors’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	$719K	Buy	14,317 +586	+4%	+$29.5K	0.15%	72
2026 Q1	$686K	Sell	13,731 -6,751	-33%	-$336K	0.16%	66
2025 Q4	$1.01M	Buy	20,482 +2,759	+16%	+$138K	0.23%	55
2025 Q3	$897K	Sell	17,723 -682	-4%	-$34.3K	0.21%	57
2025 Q2	$925K	Sell	18,405 -325	-2%	-$16.2K	0.23%	53
2025 Q1	$935K	Buy	18,730 +1,842	+11%	+$90.4K	0.25%	50
2024 Q4	$818K	Buy	16,888 +4,286	+34%	+$209K	0.23%	59
2024 Q3	$621K	Buy	+12,602	New	+$614K	0.18%	68

Other funds holding VTIP

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIM

Studio Investment Management Chicago, Illinois $592M AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Stewardship Advisors's VTIP Position: Q2 2026 in Review

Stewardship Advisors increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.3% in Q2 2026, buying an estimated $29.5K and bringing the position to 14,317 shares worth $719K. The position accounts for 0.15% of the portfolio, ranked #72.

Stewardship Advisors first reported a position in VTIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 461 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Stewardship Advisors held 14,317 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $719K as of Q2 2026.
Stewardship Advisors bought 586 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $29.5K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.15% of Stewardship Advisors's portfolio in Q2 2026, its #72 holding.
Stewardship Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2024 and has held it in 8 quarters since.
Stewardship Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.01M in Q4 2025.
461 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.