SFS
VTIP icon

Summit Financial Strategies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Summit Financial Strategies’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
Q1 		$299K Sell
5,989
-1,276
-18% -$63.5K 0.02% 126
2025
Q4 		$359K Buy
7,265
+564
+8% +$28.2K 0.03% 112
2025
Q3 		$339K Buy
6,701
+97
+1% +$4.88K 0.03% 116
2025
Q2 		$332K Sell
6,604
-236
-3% -$11.8K 0.03% 115
2025
Q1 		$341K Sell
6,840
-100
-1% -$4.91K 0.03% 105
2024
Q4 		$336K Sell
6,940
-89
-1% -$4.35K 0.04% 108
2024
Q3 		$347K Sell
7,029
-75
-1% -$3.65K 0.04% 108
2024
Q2 		$345K Buy
7,104
+168
+2% +$8.08K 0.04% 102
2024
Q1 		$332K Sell
6,936
-16
-0.2% -$762 0.05% 104
2023
Q4 		$330K Hold
6,952
– – 0.05% 103
2023
Q3 		$329K Buy
6,952
+150
+2% +$7.09K 0.06% 92
2023
Q2 		$323K Sell
6,802
-80
-1% -$3.81K 0.06% 92
2023
Q1 		$329K Buy
6,882
+96
+1% +$4.52K 0.06% 89
2022
Q4 		$317K Sell
6,786
-574
-8% -$27.4K 0.07% 88
2022
Q3 		$354K Sell
7,360
-419
-5% -$20.8K 0.08% 78
2022
Q2 		$390K Buy
7,779
+1,209
+18% +$61.2K 0.09% 72
2022
Q1 		$336K Buy
6,570
+50
+0.8% +$2.56K 0.07% 81
2021
Q4 		$335K Hold
6,520
– – 0.06% 84
2021
Q3 		$343K Buy
6,520
+1,207
+23% +$63.3K 0.07% 84
2021
Q2 		$278K Buy
+5,313
New +$277K 0.06% 98
2021
Q1 		– Sell
-6,880
Closed -$352K – 83
2020
Q4 		$352K Buy
6,880
+490
+8% +$24.9K 0.12% 57
2020
Q3 		$326K Buy
6,390
+391
+7% +$19.8K 0.13% 53
2020
Q2 		$301K Sell
5,999
-2,713
-31% -$135K 0.13% 55
2020
Q1 		$424K Buy
8,712
+617
+8% +$30.3K 0.23% 30
2019
Q4 		$399K Sell
8,095
-615
-7% -$30.3K 0.2% 34
2019
Q3 		$427K Sell
8,710
-3,776
-30% -$187K 0.21% 30
2019
Q2 		$616K Sell
12,486
-10,078
-45% -$494K 0.3% 23
2019
Q1 		$1.1M Sell
22,564
-92,550
-80% -$4.47M 0.56% 16
2018
Q4 		$5.52M Sell
115,114
-351,303
-75% -$16.9M 3.09% 11
2018
Q3 		$22.6M Buy
466,417
+21,697
+5% +$1.06M 10.29% 3
2018
Q2 		$21.7M Buy
444,720
+19,802
+5% +$968K 10.56% 3
2018
Q1 		$20.8M Buy
424,918
+21,793
+5% +$1.06M 10.76% 3
2017
Q4 		$19.7M Buy
403,125
+25,160
+7% +$1.24M 10.3% 3
2017
Q3 		$18.7M Buy
377,965
+13,383
+4% +$661K 10.78% 3
2017
Q2 		$17.9M Buy
+364,582
New +$18M 10.82% 3
2017
Q1 		– Sell
-336,518
Closed -$16.5M – 43
2016
Q4 		$16.5M Buy
336,518
+3,138
+0.9% +$155K 11.31% 2
2016
Q3 		$16.6M Buy
333,380
+29,664
+10% +$1.47M 11.61% 2
2016
Q2 		$15M Buy
303,716
+3,062
+1% +$150K 11.15% 3
2016
Q1 		$14.8M Buy
300,654
+5,979
+2% +$290K 10.81% 3
2015
Q4 		$14.2M Buy
294,675
+9,826
+3% +$475K 11.09% 2
2015
Q3 		$13.8M Buy
284,849
+11,171
+4% +$541K 11.44% 2
2015
Q2 		$13.3M Buy
273,678
+14,513
+6% +$706K 10.39% 4
2015
Q1 		$12.6M Buy
259,165
+23,813
+10% +$1.15M 10.12% 4
2014
Q4 		$11.4M Buy
+235,352
New +$11.6M 9.19% 5

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Financial Strategies's VTIP Position: Q1 2026 in Review

Summit Financial Strategies reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 18% in Q1 2026, selling an estimated $63.5K and leaving 5,989 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #126.

Summit Financial Strategies first reported a position in VTIP in Q4 2014 and has held it in 44 quarters since. The position peaked at $22.6M in Q3 2018. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Summit Financial Strategies held 5,989 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $299K as of Q1 2026.
  • Summit Financial Strategies sold 1,276 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $63.5K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.02% of Summit Financial Strategies's portfolio in Q1 2026, its #126 holding.
  • Summit Financial Strategies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and has held it in 44 quarters since.
  • Summit Financial Strategies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $22.6M in Q3 2018.
  • 911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.