SF
VTIP icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $5.75B AUM 21.14% 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