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

Sunrise Financial Services’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 		$904 Hold
18
– – ﹤0.01% 502
2026
Q1 		$899 Hold
18
– – ﹤0.01% 509
2025
Q4 		$890 Buy
+18
New +$900 ﹤0.01% 471

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

Sunrise Financial Services's VTIP Position: Q2 2026 in Review

Sunrise Financial Services held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2026 at 18 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Sunrise Financial Services first reported a position in VTIP in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Sunrise Financial Services held 18 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $904 as of Q2 2026.
  • Sunrise Financial Services left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2026.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #502 holding.
  • Sunrise Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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