Surience Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Surience Private Wealth’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	$457K	Sell	9,096 -1,878	-17%	-$94.4K	0.4%	37
2026 Q1	$548K	Buy	+10,974	New	+$546K	0.59%	34
2025 Q3	–	Sell	-60,965	Closed	-$3.06M	–	43
2025 Q2	$3.06M	Buy	+60,965	New	+$3.04M	2.88%	13
2025 Q1	–	Sell	-56,598	Closed	-$2.74M	–	36
2024 Q4	$2.74M	Buy	+56,598	New	+$2.77M	3.54%	15
2023 Q3	–	Sell	-10,379	Closed	-$492K	–	35
2023 Q2	$492K	Sell	10,379 -65,225	-86%	-$3.11M	0.7%	19
2023 Q1	$3.62M	Sell	75,604 -30,391	-29%	-$1.43M	5.33%	5
2022 Q4	$4.95M	Buy	105,995 +10,142	+11%	+$483K	6.57%	4
2022 Q3	$4.61M	Buy	95,853 +86,332	+907%	+$4.28M	11.84%	2
2022 Q2	$477K	Hold	9,521	–	–	0.72%	8
2022 Q1	$488K	Buy	+9,521	New	+$488K	0.43%	18

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

Surience Private Wealth's VTIP Position: Q2 2026 in Review

Surience Private Wealth reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 17% in Q2 2026, selling an estimated $94.4K and leaving 9,096 shares worth $457K. The position accounts for 0.4% of the portfolio, ranked #37.

Surience Private Wealth first reported a position in VTIP in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.95M in Q4 2022. 950 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Surience Private Wealth held 9,096 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $457K as of Q2 2026.
Surience Private Wealth sold 1,878 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $94.4K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.4% of Surience Private Wealth's portfolio in Q2 2026, its #37 holding.
Surience Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and has held it in 10 quarters since.
Surience Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.95M in Q4 2022.
950 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.