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

Summit Financial’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	$11.8M	Buy	234,410 +6,602	+3%	+$332K	0.13%	148
2026 Q1	$11.4M	Buy	+227,808	New	+$11.3M	0.15%	130
2025 Q4	–	Sell	-30,442	Closed	-$1.54M	–	1330
2025 Q3	$1.54M	Sell	30,442 -3,026	-9%	-$152K	0.02%	536
2025 Q2	$1.68M	Buy	+33,468	New	+$1.67M	0.04%	322
2025 Q1	–	Sell	-22,510	Closed	-$1.09M	–	738
2024 Q4	$1.09M	Buy	22,510 +239	+1%	+$11.7K	0.04%	301
2024 Q3	$1.1M	Buy	22,271 +1,512	+7%	+$73.6K	0.04%	244
2024 Q2	$1.01M	Buy	20,759 +885	+4%	+$42.6K	0.05%	226
2024 Q1	$952K	Buy	+19,874	New	+$946K	0.06%	192

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

Summit Financial's VTIP Position: Q2 2026 in Review

Summit Financial increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 2.9% in Q2 2026, buying an estimated $332K and bringing the position to 234,410 shares worth $11.8M. The position accounts for 0.13% of the portfolio, ranked #148.

Summit Financial first reported a position in VTIP in Q1 2024 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Summit Financial held 234,410 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.8M as of Q2 2026.
Summit Financial bought 6,602 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $332K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.13% of Summit Financial's portfolio in Q2 2026, its #148 holding.
Summit Financial first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2024 and has held it in 8 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.